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

Revolve Wealth Partners, LLC

$740 Million
Q2 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 430,465 shares of SCHX stock, worth $10.9 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares

430,465

Previous 471,280 8.66%

Holding current value

$10.9 Million

Previous $10.3 Million 1.65%

% of portfolio

1.42%

Previous 1.57%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	SELL	$19.6 - $24.44 $799,974 - $997,518	-40,815 Reduced 8.66%	430,465 $10.5 Million
Q1 2025 Apr 14, 2025	BUY	$21.75 - $24.28 $131,805 - $147,136	6,060 Added 1.3%	471,280 $10.3 Million
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

1,532

Shares Held

1.13B

Call Options Held

53.9K

Put Options Held

5.49K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

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.

Account

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