RFP Financial Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-10,282
Closed -$234K 659
2024
Q2
$234K Buy
+10,282
New +$234K 0.09% 100
2024
Q1
Sell
-100
Closed -$2.33K 937
2023
Q4
$2.33K Buy
+100
New +$2.33K ﹤0.01% 665