Resurgent Financial Advisors LLC Schwab Us Aggregate Bond ETF Transaction History

Resurgent Financial Advisors LLC

  • $168 Million
  • Q4 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 32,087 shares of SCHZ stock, worth $738,963. This represents 0.43% of its overall portfolio holdings.

Number of Shares
32,087
Previous 8,969 257.75%
Holding current value
$738,963
Previous $426,000 70.89%
% of portfolio
0.43%
Previous 0.25%

Shares

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

Feb 13, 2025
BUY
$22.63 - $47.53 $523,160 - $1.1 Million
23,118 Added 257.75%
32,087 $728,000
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
682
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
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