RPSA
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Richard P. Slaughter Associates’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Richard P. Slaughter Associates’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-29,786
Closed -$708K – 155
2024
Q3 		$708K Sell
29,786
-15,342
-34% -$359K 0.16% 105
2024
Q2 		$1.03M Buy
45,128
+314
+0.7% +$7.12K 0.24% 93
2024
Q1 		$1.03M Buy
44,814
+13,680
+44% +$315K 0.25% 94
2023
Q4 		$726K Buy
31,134
+19,568
+169% +$438K 0.18% 109
2023
Q3 		$256K Buy
+11,566
New +$262K 0.07% 127

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