Revolve Wealth Partners, LLC Schwab Strategic U.S. Mid Cap Transaction History
Revolve Wealth Partners, LLC
- $642 Million
- Q4 2024
A detailed history of Revolve Wealth Partners, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Revolve Wealth Partners, LLC holds 115,000 shares of SCHM stock, worth $3.01 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
115,000
Previous 115,000
-0.0%
Holding current value
$3.01 Million
Previous $3.19 Million
-0.0%
% of portfolio
0.5%
Previous 0.35%
Shares
13 transactions
Others Institutions Holding SCHM
# of Institutions
1,009Shares Held
276MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.55 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$748 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$198 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$196 Million2.94% of portfolio