Revolve Wealth Partners, LLC Schwab Strategic U.S. Mid Cap Transaction History

Revolve Wealth Partners, LLC

$660 Million
Q1 2025

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 110,817 shares of SCHM stock, worth $2.72 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

110,817

Previous 115,000 3.64%

Holding current value

$2.72 Million

Previous $3.19 Million 8.98%

% of portfolio

0.44%

Previous 0.5%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$25.58 - $29.24 $107,001 - $122,310	-4,183 Reduced 3.64%	110,817 $2.9 Million
Q4 2024 Jan 22, 2025	BUY	$27.54 - $83.04 $2.09 Million - $6.31 Million	75,941 Added 194.43%	115,000 $3.19 Million
Q3 2024 Oct 18, 2024	SELL	$75.47 - $83.18 $58,489 - $64,464	-775 Reduced 1.95%	39,059 $3.25 Million
Q2 2024 Jul 19, 2024	SELL	$75.69 - $81.19 $31,335 - $33,612	-414 Reduced 1.03%	39,834 $3.1 Million
Q1 2024 Apr 15, 2024	SELL	$72.89 - $81.43 $77,554 - $86,641	-1,064 Reduced 2.58%	40,248 $3.28 Million
Q4 2023 Jan 12, 2024	SELL	$63.01 - $75.95 $134,211 - $161,773	-2,130 Reduced 4.9%	41,312 $3.11 Million
Q3 2023 Oct 10, 2023	SELL	$66.75 - $73.98 $958,129 - $1.06 Million	-14,354 Reduced 24.84%	43,442 $2.94 Million
Q2 2023 Jul 20, 2023	SELL	$65.29 - $71.03 $4.03 Million - $4.39 Million	-61,743 Reduced 51.65%	57,796 $4.11 Million
Q1 2023 Apr 06, 2023	SELL	$64.24 - $73.9 $3.58 Million - $4.11 Million	-55,664 Reduced 31.77%	119,539 $8.11 Million
Q4 2022 Jan 17, 2023	BUY	$61.05 - $69.94 $323,870 - $371,031	5,305 Added 3.12%	175,203 $0
Q3 2022 Oct 12, 2022	SELL	$60.5 - $72.51 $52,514 - $62,938	-868 Reduced 0.51%	169,898 $10.3 Million
Q2 2022 Jul 11, 2022	SELL	$60.91 - $76.4 $317,036 - $397,662	-5,205 Reduced 2.96%	170,766 $10.7 Million
Q1 2022 Apr 19, 2022	BUY	$70.66 - $80.89 $1.27 Million - $1.45 Million	17,917 Added 11.34%	175,971 $13.3 Million
Q4 2021 Feb 04, 2022	BUY	$76.01 - $83.39 $12 Million - $13.2 Million	158,054 New	158,054 $12.7 Million

Others Institutions Holding SCHM

# of Institutions

1,002

Shares Held

274M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Revolve Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Revolve Wealth Partners, LLC with notifications on news.

Account

Revolve Wealth Partners, LLC Schwab Strategic U.S. Mid Cap Transaction History