Revisor Wealth Management LLC Schwab Us Aggregate Bond ETF Transaction History

Revisor Wealth Management LLC

$160 Billion
Q3 2024

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 36,141 shares of SCHZ stock, worth $820,400. This represents 1.07% of its overall portfolio holdings.

Number of Shares

36,141

Previous 22,330 61.85%

Holding current value

$820,400

Previous $1.02 Billion 68.74%

% of portfolio

1.07%

Previous 0.71%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

628

Shares Held

83M

Call Options Held

100

Put Options Held

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

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Revisor Wealth Management LLC Schwab Us Aggregate Bond ETF Transaction History