RWP
SCHZ icon

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 1.82% 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 2.2% 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 2.45% 12
2024
Q3 		$16.3M Buy
685,754
+58,794
+9% +$1.38M 2.49% 12
2024
Q2 		$14.3M Buy
626,960
+63,902
+11% +$1.45M 2.36% 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 2.45% 12
2023
Q3 		$10.7M Buy
485,872
+58,364
+14% +$1.32M 2.49% 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 1.69% 15
2021
Q4 		$5.86M Buy
+217,550
New +$5.88M 1.69% 17

Other funds holding SCHZ

CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
AFP
Arnold Financial Planning Hiawatha, Iowa $134M AUM
CWS
Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $372M AUM 22.43% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return