Revolve Wealth Partners, LLC Schwab Strategic Tr Us Small C Transaction History

Revolve Wealth Partners, LLC

$561 Million
Q1 2024

A detailed history of Revolve Wealth Partners, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Revolve Wealth Partners, LLC holds 50,429 shares of SCHA stock, worth $2.37 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

50,429

Previous 50,669 0.47%

Holding current value

$2.37 Million

Previous $2.39 Million 3.76%

% of portfolio

0.44%

Previous 0.48%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	SELL	$44.84 - $49.24 $10,761 - $11,817	-240 Reduced 0.47%	50,429 $2.48 Million
Q4 2023 Jan 12, 2024	SELL	$38.13 - $48.02 $118,698 - $149,486	-3,113 Reduced 5.79%	50,669 $2.39 Million
Q3 2023 Oct 10, 2023	SELL	$40.85 - $46.1 $589,751 - $665,545	-14,437 Reduced 21.16%	53,782 $2.23 Million
Q2 2023 Jul 20, 2023	SELL	$39.91 - $43.82 $3.76 Million - $4.13 Million	-94,275 Reduced 58.02%	68,219 $2.99 Million
Q1 2023 Apr 06, 2023	SELL	$39.82 - $46.36 $3.95 Million - $4.6 Million	-99,148 Reduced 37.89%	162,494 $6.81 Million

Q4 2022 Jan 17, 2023	SELL	$39.61 - $43.54 $585,792 - $643,913	-14,789 Reduced 5.35%	261,642 $0
Q3 2022 Oct 12, 2022	BUY	N/A	5,856 Added 2.16%	276,431 $10.4 Million
Q2 2022 Jul 11, 2022	BUY	N/A	13,305 Added 5.17%	270,575 $10.6 Million
Q1 2022 Apr 19, 2022	BUY	N/A	140,561 Added 120.44%	257,270 $12.2 Million
Q4 2021 Feb 04, 2022	BUY	N/A	116,709 New	116,709 $12 Million

Others Institutions Holding SCHA

# of Institutions

1,105

Shares Held

225M

Call Options Held

56K

Put Options Held

25.6K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Revolve Wealth Partners, LLC Schwab Strategic Tr Us Small C Transaction History