Revolve Wealth Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $17.7M | Buy |
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|
2025
Q2 | $16.8M | Sell |
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|
2025
Q1 | $17.2M | Buy |
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|
2024
Q4 | $16.7M | Buy |
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|
2024
Q3 | $16.3M | Buy |
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|
2024
Q2 | $14.3M | Buy |
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|
2024
Q1 | $13M | Buy |
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|
2023
Q4 | $12.7M | Buy |
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|
2023
Q3 | $10.7M | Buy |
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|
2023
Q2 | $9.87M | Buy |
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|
2023
Q1 | $8.98M | Buy |
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|
2022
Q4 | $7.97M | Buy |
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|
2022
Q3 | $5.93M | Buy |
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|
2022
Q2 | $5.99M | Buy |
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|
2022
Q1 | $5.84M | Buy |
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|
2021
Q4 | $5.86M | Buy |
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