Revisor Wealth Management LLC Schwab Us Aggregate Bond ETF Transaction History

Revisor Wealth Management LLC

  • $225 Billion
  • Q1 2025

A detailed history of Revisor Wealth Management LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Revisor Wealth Management LLC holds 544,042 shares of SCHZ stock, worth $12.6 Million. This represents 5.6% of its overall portfolio holdings.

Number of Shares
544,042
Previous 313,998 73.26%
Holding current value
$12.6 Million
Previous $7.13 Billion 76.8%
% of portfolio
5.6%
Previous 6.57%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
BUY
$22.46 - $23.26 $5.17 Million - $5.35 Million
230,044 Added 73.26%
544,042 $12.6 Billion
Q4 2024

Feb 19, 2025
BUY
$22.63 - $47.53 $6.29 Million - $13.2 Million
277,857 Added 768.81%
313,998 $7.13 Billion
Q3 2024

Nov 08, 2024
BUY
$45.2 - $47.87 $624,257 - $661,132
13,811 Added 61.85%
36,141 $1.72 Billion
Q2 2024

Aug 09, 2024
SELL
$44.66 - $45.99 $996,632 - $1.03 Million
-22,316 Reduced 49.98%
22,330 $1.02 Billion
Q1 2024

Apr 22, 2024
BUY
$45.44 - $46.67 $1.82 Million - $1.86 Million
39,954 Added 851.53%
44,646 $2.07 Billion
Q4 2023

Jan 10, 2024
SELL
$43.09 - $46.83 $421,635 - $458,231
-9,785 Reduced 67.59%
4,692 $219 Million
Q3 2023

Nov 16, 2023
BUY
$44.14 - $46.33 $639,014 - $670,719
14,477 New
14,477 $640 Million
Q2 2023

Nov 20, 2023
SELL
$45.86 - $47.33 $18,848 - $19,452
-411 Reduced 2.86%
13,935 $643 Million
Q1 2023

Nov 20, 2023
SELL
$45.33 - $47.44 $5,938 - $6,214
-131 Reduced 0.9%
14,346 $673 Million

Others Institutions Holding SCHZ

# of Institutions
690
Shares Held
168M
Call Options Held
200
Put Options Held
1.5K
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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