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

Rcs Financial Planning, LLC

$201 Billion
Q2 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 40,826 shares of SCHZ stock, worth $957,369. This represents 0.47% of its overall portfolio holdings.

Number of Shares

40,826

Previous 38,852 5.08%

Holding current value

$957,369

Previous $900 Million 5.44%

% of portfolio

0.47%

Previous 0.47%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$22.68 - $23.28 $44,770 - $45,954	1,974 Added 5.08%	40,826 $949 Million
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

716

Shares Held

170M

Call Options Held

Put Options Held

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About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
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Rcs Financial Planning, LLC Schwab Us Aggregate Bond ETF Transaction History