Revolve Wealth Partners, LLC Schwab Strategic Tr Us Large C Transaction History
Revolve Wealth Partners, LLC
- $660 Million
- Q1 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 471,280 shares of SCHX stock, worth $9.8 Million. This represents 1.57% of its overall portfolio holdings.
Number of Shares
471,280
Previous 465,220
1.3%
Holding current value
$9.8 Million
Previous $10.8 Million
4.02%
% of portfolio
1.57%
Previous 1.68%
Shares
14 transactions
Others Institutions Holding SCHX
# of Institutions
1,480Shares Held
1.09BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.29 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.72 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$731 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33MShares$687 Million28.87% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$546 Million8.63% of portfolio