Revolve Wealth Partners, LLC Schwab Strategic Tr Us Large C Transaction History
Revolve Wealth Partners, LLC
- $800 Million
- Q3 2025
A detailed history of Revolve Wealth Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Revolve Wealth Partners, LLC holds 448,374 shares of SCHG stock, worth $14.2 Million. This represents 1.79% of its overall portfolio holdings.
Number of Shares
448,374
Previous 450,756
0.53%
Holding current value
$14.2 Million
Previous $13.2 Million
8.67%
% of portfolio
1.79%
Previous 1.78%
Shares
16 transactions
Others Institutions Holding SCHG
# of Institutions
1,624Shares Held
816MCall Options Held
606KPut Options Held
163K-
Envestnet Asset Management Inc55.2MShares$1.75 Billion0.5% of portfolio
-
Sei Investments CO Oaks, PA45.7MShares$1.45 Billion1.61% of portfolio
-
Mather Group, Llc. Chicago, IL42.2MShares$1.34 Billion13.71% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.21 Billion2.23% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.8MShares$1.04 Billion0.17% of portfolio