Revolve Wealth Partners, LLC Schwab Us Aggregate Bond ETF Transaction History

Revolve Wealth Partners, LLC

$909 Million
Q4 2024

A detailed history of Revolve Wealth Partners, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Revolve Wealth Partners, LLC holds 735,257 shares of SCHZ stock, worth $16.9 Million. This represents 1.84% of its overall portfolio holdings.

Number of Shares

735,257

Previous 342,877 114.44%

Holding current value

$16.9 Million

Previous $16.3 Million 2.44%

% of portfolio

1.84%

Previous 2.6%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$22.63 - $47.53 $8.88 Million - $18.6 Million	392,380 Added 114.44%	735,257 $16.7 Million
Q3 2024 Oct 18, 2024	BUY	$45.2 - $47.87 $1.33 Million - $1.41 Million	29,397 Added 9.38%	342,877 $16.3 Million
Q2 2024 Jul 19, 2024	BUY	$44.66 - $45.99 $1.43 Million - $1.47 Million	31,951 Added 11.35%	313,480 $14.3 Million
Q1 2024 Apr 15, 2024	BUY	$45.44 - $46.67 $446,357 - $458,439	9,823 Added 3.62%	281,529 $13 Million
Q4 2023 Jan 12, 2024	BUY	$43.09 - $46.83 $1.24 Million - $1.35 Million	28,770 Added 11.84%	271,706 $12.7 Million
Q3 2023 Oct 10, 2023	BUY	$44.14 - $46.33 $1.29 Million - $1.35 Million	29,182 Added 13.65%	242,936 $10.7 Million
Q2 2023 Jul 20, 2023	BUY	$45.86 - $47.33 $1.03 Million - $1.06 Million	22,375 Added 11.69%	213,754 $9.87 Million
Q1 2023 Apr 06, 2023	BUY	$45.33 - $47.44 $763,175 - $798,699	16,836 Added 9.65%	191,379 $8.98 Million
Q4 2022 Jan 17, 2023	BUY	$44.04 - $47.03 $1.93 Million - $2.06 Million	43,744 Added 33.44%	174,543 $0
Q3 2022 Oct 12, 2022	BUY	$44.98 - $49.09 $254,047 - $277,260	5,648 Added 4.51%	130,799 $5.93 Million
Q2 2022 Jul 11, 2022	BUY	$46.62 - $50.36 $454,032 - $490,456	9,739 Added 8.44%	125,151 $5.99 Million
Q1 2022 Apr 19, 2022	BUY	$50.05 - $53.52 $332,181 - $355,212	6,637 Added 6.1%	115,412 $5.84 Million
Q4 2021 Feb 04, 2022	BUY	$53.63 - $54.52 $5.83 Million - $5.93 Million	108,775 New	108,775 $5.86 Million

Others Institutions Holding SCHZ

# of Institutions

682

Shares Held

163M

Call Options Held

200

Put Options Held

1.5K

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
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Revolve Wealth Partners, LLC Schwab Us Aggregate Bond ETF Transaction History