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

Revolve Wealth Partners, LLC

$642 Million
Q4 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 100,044 shares of SCHA stock, worth $2.35 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

100,044

Previous 100,044 -0.0%

Holding current value

$2.35 Million

Previous $2.59 Million -0.0%

% of portfolio

0.4%

Previous 0.28%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$25.33 - $51.16 $1.29 Million - $2.61 Million	51,064 Added 104.25%	100,044 $2.59 Million
Q3 2024 Oct 18, 2024	SELL	$46.9 - $51.96 $86,952 - $96,333	-1,854 Reduced 3.65%	48,980 $2.52 Million
Q2 2024 Jul 19, 2024	BUY	$45.24 - $49.04 $18,322 - $19,861	405 Added 0.8%	50,834 $2.41 Million
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	$38.25 - $43.54 $565,679 - $643,913	-14,789 Reduced 5.35%	261,642 $0
Q3 2022 Oct 12, 2022	BUY	$37.65 - $45.9 $220,478 - $268,790	5,856 Added 2.16%	276,431 $10.4 Million
Q2 2022 Jul 11, 2022	BUY	$37.88 - $48.01 $503,993 - $638,773	13,305 Added 5.17%	270,575 $10.6 Million
Q1 2022 Apr 19, 2022	BUY	$44.42 - $51.73 $6.24 Million - $7.27 Million	140,561 Added 120.44%	257,270 $12.2 Million
Q4 2021 Feb 04, 2022	BUY	$48.64 - $55.07 $5.68 Million - $6.43 Million	116,709 New	116,709 $12 Million

Others Institutions Holding SCHA

# of Institutions

1,255

Shares Held

274M

Call Options Held

66.4K

Put Options Held

2.7K

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About SCHWAB STRATEGIC TR US SMALL-C

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