Rcs Financial Planning, LLC Schwab Us Aggregate Bond ETF Transaction History

Rcs Financial Planning, LLC

  • $188 Billion
  • Q4 2024

A detailed history of Rcs Financial Planning, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Rcs Financial Planning, LLC holds 28,231 shares of SCHZ stock, worth $648,466. This represents 0.34% of its overall portfolio holdings.

Number of Shares
28,231
Previous 8,751 222.6%
Holding current value
$648,466
Previous $416 Million 54.11%
% of portfolio
0.34%
Previous 0.23%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$22.63 - $47.53 $440,832 - $925,884
19,480 Added 222.6%
28,231 $641 Million
Q3 2024

Oct 22, 2024
SELL
$45.2 - $47.87 $20,430 - $21,637
-452 Reduced 4.91%
8,751 $416 Million
Q2 2024

Jul 19, 2024
BUY
$44.66 - $45.99 $3,974 - $4,093
89 Added 0.98%
9,203 $419 Million
Q1 2024

Apr 26, 2024
SELL
$45.44 - $46.67 $74,748 - $76,772
-1,645 Reduced 15.29%
9,114 $419 Million
Q4 2023

Feb 07, 2024
BUY
$43.09 - $46.83 $463,605 - $503,843
10,759 New
10,759 $502 Million

Others Institutions Holding SCHZ

# of Institutions
679
Shares Held
163M
Call Options Held
200
Put Options Held
1.5K
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
Track This Portfolio

Track Rcs Financial Planning, LLC Portfolio

Follow Rcs Financial Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rcs Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rcs Financial Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email