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Revisor Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Revisor Wealth Management’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.8M Sell
726,046
-71,180
-9% -$1.65M 4.04% 1
2026
Q1 		$18.5M Buy
797,226
+56,943
+8% +$1.33M 5.11% 1
2025
Q4 		$17.3M Buy
740,283
+45,769
+7% +$1.07M 4.64% 1
2025
Q3 		$16.3M Buy
694,514
+26,471
+4% +$615K 5.61% 1
2025
Q2 		$15.4M Buy
668,043
+124,001
+23% +$2.85M 5.56% 1
2025
Q1 		$12.6M Buy
544,042
+230,044
+73% +$5.27M 5.6% 1
2024
Q4 		$7.13M Buy
313,998
+241,716
+334% +$5.58M 6.57% 2
2024
Q3 		$1.72M Buy
72,282
+27,622
+62% +$647K 1.07% 19
2024
Q2 		$1.02M Sell
44,660
-44,632
-50% -$1.01M 0.71% 27
2024
Q1 		$2.07M Buy
89,292
+79,908
+852% +$1.84M 0.93% 21
2023
Q4 		$219K Sell
9,384
-19,570
-68% -$438K 0.25% 123
2023
Q3 		$640K Buy
28,954
+1,084
+4% +$24.6K 0.54% 38
2023
Q2 		$643K Sell
27,870
-822
-3% -$19.1K 0.58% 42
2023
Q1 		$673K Buy
+28,692
New +$668K 0.62% 37

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Revisor Wealth Management's SCHZ Position: Q2 2026 in Review

Revisor Wealth Management reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 8.9% in Q2 2026, selling an estimated $1.65M and leaving 726,046 shares worth $16.8M. The position accounts for 4.04% of the portfolio, ranked #1.

Revisor Wealth Management first reported a position in SCHZ in Q1 2023 and has held it in 14 quarters since. The position peaked at $18.5M in Q1 2026. 667 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Revisor Wealth Management held 726,046 shares of Schwab US Aggregate Bond ETF worth $16.8M as of Q2 2026.
  • Revisor Wealth Management sold 71,180 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $1.65M.
  • Schwab US Aggregate Bond ETF made up 4.04% of Revisor Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Revisor Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Revisor Wealth Management's Schwab US Aggregate Bond ETF position peaked at $18.5M in Q1 2026.
  • 667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.