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

Rcs Financial Planning, LLC

  • $189 Billion
  • Q1 2025

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 38,852 shares of SCHZ stock, worth $901,366. This represents 0.47% of its overall portfolio holdings.

Number of Shares
38,852
Previous 28,231 37.62%
Holding current value
$901,366
Previous $641 Million 40.41%
% of portfolio
0.47%
Previous 0.34%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
BUY
$22.46 - $23.26 $238,547 - $247,044
10,621 Added 37.62%
38,852 $900 Million
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
689
Shares Held
168M
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
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