RWP
Revolve Wealth Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.8M | Sell |
724,791
-18,135
| -2% | -$421K | 2.19% | 14 |
|
|
2025
Q1 | $17.2M | Buy |
742,926
+7,669
| +1% | +$178K | 2.49% | 12 |
|
|
2024
Q4 | $16.7M | Buy |
735,257
+392,380
| +114% | +$8.91M | 2.41% | 12 |
|
|
2024
Q3 | $16.3M | Buy |
342,877
+29,397
| +9% | +$1.4M | 2.48% | 12 |
|
|
2024
Q2 | $14.3M | Buy |
313,480
+31,951
| +11% | +$1.46M | 2.35% | 12 |
|
|
2024
Q1 | $13M | Buy |
281,529
+9,823
| +4% | +$452K | 2.21% | 12 |
|
|
2023
Q4 | $12.7M | Buy |
271,706
+28,770
| +12% | +$1.34M | 2.44% | 12 |
|
|
2023
Q3 | $10.7M | Buy |
242,936
+29,182
| +14% | +$1.29M | 2.47% | 13 |
|
|
2023
Q2 | $9.87M | Buy |
213,754
+22,375
| +12% | +$1.03M | 2.31% | 13 |
|
|
2023
Q1 | $8.98M | Buy |
191,379
+16,836
| +10% | +$790K | 2.28% | 14 |
|
|
2022
Q4 | $7.97M | Buy |
174,543
+43,744
| +33% | +$2M | 2.28% | 14 |
|
|
2022
Q3 | $5.93M | Buy |
130,799
+5,648
| +5% | +$256K | 1.98% | 15 |
|
|
2022
Q2 | $5.99M | Buy |
125,151
+9,739
| +8% | +$466K | 1.97% | 15 |
|
|
2022
Q1 | $5.84M | Buy |
115,412
+6,637
| +6% | +$336K | 1.68% | 15 |
|
|
2021
Q4 | $5.86M | Buy |
+108,775
| New | +$5.86M | 1.69% | 17 |
|