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

Revolve Wealth Partners, LLC

  • $740 Million
  • Q2 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 108,164 shares of SCHM stock, worth $3.15 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
108,164
Previous 110,817 2.39%
Holding current value
$3.15 Million
Previous $2.9 Million 4.62%
% of portfolio
0.41%
Previous 0.44%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
SELL
$22.92 - $28.05 $60,806 - $74,416
-2,653 Reduced 2.39%
108,164 $3.03 Million
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
1,020
Shares Held
283M
Call Options Held
45.7K
Put Options Held
5.47K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track Revolve Wealth Partners, LLC Portfolio

Follow Revolve Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email