Revolve Wealth Partners, LLC Schwab Strategic Tr Us Dividen Transaction History
Revolve Wealth Partners, LLC
- $800 Million
- Q3 2025
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 95,141 shares of SCHD stock, worth $2.59 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
95,141
Previous 96,010
0.91%
Holding current value
$2.59 Million
Previous $2.54 Million
2.08%
% of portfolio
0.32%
Previous 0.34%
Shares
16 transactions
Others Institutions Holding SCHD
# of Institutions
2,058Shares Held
869MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio