Revolve Wealth Partners, LLC Schwab Strategic Tr Us Dividen Transaction History
Revolve Wealth Partners, LLC
- $579 Million
- Q2 2024
A detailed history of Revolve Wealth Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Revolve Wealth Partners, LLC holds 26,945 shares of SCHD stock, worth $2.28 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
26,945
Previous 27,078
0.49%
Holding current value
$2.28 Million
Previous $2.18 Million
4.03%
% of portfolio
0.36%
Previous 0.39%
Shares
11 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$946 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$861 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$757 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$700 Million4.66% of portfolio