Revolve Wealth Partners, LLC Schwab Strategic Tr Us Broad M Transaction History

Revolve Wealth Partners, LLC

  • $909 Million
  • Q4 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 21,510 shares of SCHB stock, worth $483,975. This represents 0.05% of its overall portfolio holdings.

Number of Shares
21,510
Previous 7,231 197.47%
Holding current value
$483,975
Previous $481,000 1.46%
% of portfolio
0.05%
Previous 0.08%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$22.01 - $66.82 $314,280 - $954,122
14,279 Added 197.47%
21,510 $488,000
Q3 2024

Oct 18, 2024
SELL
$59.93 - $66.52 $539 - $598
-9 Reduced 0.12%
7,231 $481,000
Q2 2024

Jul 19, 2024
SELL
$57.57 - $63.3 $57 - $63
-1 Reduced 0.01%
7,240 $455,000
Q1 2024

Apr 15, 2024
SELL
$54.61 - $61.05 $600 - $671
-11 Reduced 0.15%
7,241 $442,000
Q4 2023

Jan 12, 2024
SELL
$47.61 - $55.91 $4,046 - $4,752
-85 Reduced 1.16%
7,252 $403,000
Q3 2023

Oct 10, 2023
SELL
$49.59 - $53.57 $7,983 - $8,624
-161 Reduced 2.15%
7,337 $365,000
Q2 2023

Jul 20, 2023
BUY
$47.08 - $51.7 $3,907 - $4,291
83 Added 1.12%
7,498 $387,000
Q1 2023

Apr 06, 2023
SELL
$44.47 - $49.23 $36,509 - $40,417
-821 Reduced 9.97%
7,415 $354,000
Q4 2022

Jan 17, 2023
BUY
$41.94 - $47.81 $17,950 - $20,462
428 Added 5.48%
8,236 $0
Q3 2022

Oct 12, 2022
SELL
$41.99 - $50.63 $9,111 - $10,986
-217 Reduced 2.7%
7,808 $328,000
Q2 2022

Jul 11, 2022
BUY
$42.93 - $53.98 $35,975 - $45,235
838 Added 11.66%
8,025 $355,000
Q1 2022

Apr 19, 2022
BUY
$49.15 - $56.85 $180,282 - $208,525
3,668 Added 104.23%
7,187 $384,000
Q4 2021

Feb 04, 2022
BUY
$51.87 - $56.86 $182,530 - $200,090
3,519 New
3,519 $398,000

Others Institutions Holding SCHB

# of Institutions
1,263
Shares Held
422M
Call Options Held
365K
Put Options Held
32.6K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
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More about SCHB
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