Resurgent Financial Advisors LLC Schwab Us Aggregate Bond ETF Transaction History

Resurgent Financial Advisors LLC

  • $170 Million
  • Q3 2024

A detailed history of Resurgent Financial Advisors LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Resurgent Financial Advisors LLC holds 8,969 shares of SCHZ stock, worth $203,416. This represents 0.25% of its overall portfolio holdings.

Number of Shares
8,969
Previous 4,957 80.94%
Holding current value
$203,416
Previous $225,000 89.33%
% of portfolio
0.25%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$45.2 - $47.87 $181,342 - $192,054
4,012 Added 80.94%
8,969 $426,000
Q2 2024

Aug 14, 2024
BUY
$44.66 - $45.99 $221,379 - $227,972
4,957 New
4,957 $225,000
Q4 2023

Feb 09, 2024
BUY
$43.09 - $46.83 $50,242 - $54,603
1,166 Added 63.34%
3,007 $140,000
Q3 2023

Nov 13, 2023
BUY
$44.14 - $46.33 $60,118 - $63,101
1,362 Added 284.34%
1,841 $81,000
Q2 2023

Aug 14, 2023
BUY
$45.86 - $47.33 $21,966 - $22,671
479 New
479 $22,000

Others Institutions Holding SCHZ

# of Institutions
659
Shares Held
143M
Call Options Held
100
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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