Revisor Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.4M | Buy |
668,043
+124,001
| +23% | +$2.86M | 5.56% | 1 |
|
|
2025
Q1 | $12.6M | Buy |
544,042
+230,044
| +73% | +$5.33M | 5.6% | 1 |
|
|
2024
Q4 | $7.13M | Buy |
313,998
+241,716
| +334% | +$5.49M | 6.57% | 2 |
|
|
2024
Q3 | $1.72M | Buy |
72,282
+27,622
| +62% | +$656K | 1.07% | 19 |
|
|
2024
Q2 | $1.02M | Sell |
44,660
-44,632
| -50% | -$1.02M | 0.71% | 27 |
|
|
2024
Q1 | $2.07M | Buy |
89,292
+79,908
| +852% | +$1.85M | 0.93% | 21 |
|
|
2023
Q4 | $219K | Sell |
9,384
-19,570
| -68% | -$456K | 0.25% | 123 |
|
|
2023
Q3 | $640K | Buy |
28,954
+1,084
| +4% | +$24K | 0.54% | 38 |
|
|
2023
Q2 | $643K | Sell |
27,870
-822
| -3% | -$19K | 0.58% | 42 |
|
|
2023
Q1 | $673K | Buy |
+28,692
| New | +$673K | 0.62% | 37 |
|