Revolve Wealth Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Revolve Wealth Partners, LLC

$909 Million
Q4 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 465,220 shares of SCHX stock, worth $11.1 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares

465,220

Previous 147,533 215.33%

Holding current value

$11.1 Million

Previous $10 Million 7.72%

% of portfolio

1.19%

Previous 1.6%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$22.4 - $68.28 $7.12 Million - $21.7 Million	317,687 Added 215.33%	465,220 $10.8 Million
Q3 2024 Oct 18, 2024	SELL	$61.11 - $67.85 $1.36 Million - $1.51 Million	-22,286 Reduced 13.12%	147,533 $10 Million
Q2 2024 Jul 19, 2024	SELL	$58.7 - $64.78 $362,883 - $400,469	-6,182 Reduced 3.51%	169,819 $10.9 Million
Q1 2024 Apr 15, 2024	SELL	$55.41 - $62.08 $8,810 - $9,870	-159 Reduced 0.09%	176,001 $10.9 Million
Q4 2023 Jan 12, 2024	SELL	$48.47 - $56.6 $74,595 - $87,107	-1,539 Reduced 0.87%	176,160 $9.94 Million
Q3 2023 Oct 10, 2023	SELL	$50.36 - $54.21 $689,629 - $742,351	-13,694 Reduced 7.15%	177,699 $8.99 Million
Q2 2023 Jul 20, 2023	SELL	$47.67 - $52.37 $7.4 Million - $8.13 Million	-155,231 Reduced 44.78%	191,393 $10 Million
Q1 2023 Apr 06, 2023	SELL	$44.78 - $49.41 $8.55 Million - $9.43 Million	-190,937 Reduced 35.52%	346,624 $16.8 Million
Q4 2022 Jan 17, 2023	SELL	$42.25 - $48.16 $677,352 - $772,101	-16,032 Reduced 2.9%	537,561 $0
Q3 2022 Oct 12, 2022	BUY	$42.35 - $51.01 $766,535 - $923,281	18,100 Added 3.38%	553,593 $23.4 Million
Q2 2022 Jul 11, 2022	BUY	$43.35 - $54.51 $1.18 Million - $1.48 Million	27,212 Added 5.35%	535,493 $23.9 Million
Q1 2022 Apr 19, 2022	BUY	$49.51 - $57.27 $12.6 Million - $14.6 Million	254,400 Added 100.2%	508,281 $27.4 Million
Q4 2021 Feb 04, 2022	BUY	$51.9 - $57.29 $13.2 Million - $14.5 Million	253,881 New	253,881 $28.9 Million

Others Institutions Holding SCHX

# of Institutions

1,380

Shares Held

496M

Call Options Held

34.3K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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Revolve Wealth Partners, LLC Schwab Strategic Tr Us Large C Transaction History