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 428,227 shares of SCHX stock, worth $11.2 Million. This represents 1.41% of its overall portfolio holdings.
Number of Shares
428,227
Previous 430,465
0.52%
Holding current value
$11.2 Million
Previous $10.5 Million
7.21%
% of portfolio
1.41%
Previous 1.42%
Shares
16 transactions
Others Institutions Holding SCHX
# of Institutions
1,573Shares Held
1.13BCall Options Held
68.6KPut Options Held
200-
Us Bancorp \De\206MShares$5.4 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS81.6MShares$2.13 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA36MShares$941 Million1.06% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA34MShares$891 Million29.65% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO33MShares$863 Million9.79% of portfolio