Revolve Wealth Partners, LLC Schwab Strategic Tr Us Broad M Transaction History
Revolve Wealth Partners, LLC
- $579 Million
- Q2 2024
A detailed history of Revolve Wealth Partners, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Revolve Wealth Partners, LLC holds 7,240 shares of SCHB stock, worth $480,663. This represents 0.08% of its overall portfolio holdings.
Number of Shares
7,240
Previous 7,241
0.01%
Holding current value
$480,663
Previous $442,000
2.94%
% of portfolio
0.08%
Previous 0.08%
Shares
11 transactions
Others Institutions Holding SCHB
# of Institutions
1,147Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.41 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$410 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$312 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$258 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$243 Million18.5% of portfolio