Revisor Wealth Management LLC Schwab Us Aggregate Bond ETF Transaction History

Revisor Wealth Management LLC

  • $144 Billion
  • Q2 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 22,330 shares of SCHZ stock, worth $515,153. This represents 0.71% of its overall portfolio holdings.

Number of Shares
22,330
Previous 44,646 49.98%
Holding current value
$515,153
Previous $2.07 Billion 50.78%
% of portfolio
0.71%
Previous 0.93%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
110M
Call Options Held
100
Put Options Held
1.8K
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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