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Revolve Wealth Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Revolve Wealth Partners’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 		$17.5M Buy
756,987
+17,444
+2% +$404K 1.81% 14
2026
Q1 		$17.2M Sell
739,543
-50,061
-6% -$1.17M 2.23% 14
2025
Q4 		$18.5M Buy
789,604
+36,480
+5% +$857K 2.17% 14
2025
Q3 		$17.7M Buy
753,124
+28,333
+4% +$658K 2.12% 14
2025
Q2 		$16.8M Sell
724,791
-18,135
-2% -$416K 2.19% 14
2025
Q1 		$17.2M Buy
742,926
+7,669
+1% +$176K 2.49% 12
2024
Q4 		$16.7M Buy
735,257
+49,503
+7% +$1.14M 2.41% 12
2024
Q3 		$16.3M Buy
685,754
+58,794
+9% +$1.38M 2.48% 12
2024
Q2 		$14.3M Buy
626,960
+63,902
+11% +$1.45M 2.35% 12
2024
Q1 		$13M Buy
563,058
+19,646
+4% +$452K 2.21% 12
2023
Q4 		$12.7M Buy
543,412
+57,540
+12% +$1.29M 2.44% 12
2023
Q3 		$10.7M Buy
485,872
+58,364
+14% +$1.32M 2.47% 13
2023
Q2 		$9.87M Buy
427,508
+44,750
+12% +$1.04M 2.31% 13
2023
Q1 		$8.98M Buy
382,758
+33,672
+10% +$783K 2.28% 14
2022
Q4 		$7.97M Buy
349,086
+87,488
+33% +$1.99M 2.28% 14
2022
Q3 		$5.93M Buy
261,598
+11,296
+5% +$269K 1.98% 15
2022
Q2 		$5.99M Buy
250,302
+19,478
+8% +$471K 1.97% 15
2022
Q1 		$5.84M Buy
230,824
+13,274
+6% +$345K 1.68% 15
2021
Q4 		$5.86M Buy
+217,550
New +$5.88M 1.69% 17

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 $104B AUM 28.3% 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

Revolve Wealth Partners's SCHZ Position: Q2 2026 in Review

Revolve Wealth Partners increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 2.4% in Q2 2026, buying an estimated $404K and bringing the position to 756,987 shares worth $17.5M. The position accounts for 1.81% of the portfolio, ranked #14.

Revolve Wealth Partners first reported a position in SCHZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $18.5M in Q4 2025. 670 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Revolve Wealth Partners held 756,987 shares of Schwab US Aggregate Bond ETF worth $17.5M as of Q2 2026.
  • Revolve Wealth Partners bought 17,444 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $404K.
  • Schwab US Aggregate Bond ETF made up 1.81% of Revolve Wealth Partners's portfolio in Q2 2026, its #14 holding.
  • Revolve Wealth Partners first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Revolve Wealth Partners's Schwab US Aggregate Bond ETF position peaked at $18.5M in Q4 2025.
  • 670 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.