Revolve Wealth Partners, LLC Schwab Strategic Tr Us Large C Transaction History
Revolve Wealth Partners, LLC
- $561 Million
- Q1 2024
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 176,001 shares of SCHX stock, worth $11.5 Million. This represents 1.95% of its overall portfolio holdings.
Number of Shares
176,001
Previous 176,160
0.09%
Holding current value
$11.5 Million
Previous $9.94 Million
9.93%
% of portfolio
1.95%
Previous 2.01%
Shares
10 transactions
Others Institutions Holding SCHX
# of Institutions
1,261Shares Held
426MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.4 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.31 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.86 Billion1.95% of portfolio
-
Sei Investments CO Oaks, PA12.7MShares$833 Million1.18% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.5MShares$690 Million24.51% of portfolio