Revolve Wealth Partners, LLC Schwab Us Aggregate Bond ETF Transaction History
Revolve Wealth Partners, LLC
- $579 Million
- Q2 2024
A detailed history of Revolve Wealth Partners, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Revolve Wealth Partners, LLC holds 313,480 shares of SCHZ stock, worth $14.8 Million. This represents 2.47% of its overall portfolio holdings.
Number of Shares
313,480
Previous 281,529
11.35%
Holding current value
$14.8 Million
Previous $13 Million
10.33%
% of portfolio
2.47%
Previous 2.31%
Shares
11 transactions
Others Institutions Holding SCHZ
# of Institutions
625Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.6 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$266 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$160 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$127 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$122 Million16.7% of portfolio