Revolve Wealth Partners, LLC Schwab Us Aggregate Bond ETF Transaction History
Revolve Wealth Partners, LLC
- $800 Million
- Q3 2025
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 753,124 shares of SCHZ stock, worth $17.7 Million. This represents 2.21% of its overall portfolio holdings.
Number of Shares
753,124
Previous 724,791
3.91%
Holding current value
$17.7 Million
Previous $16.8 Million
4.93%
% of portfolio
2.21%
Previous 2.28%
Shares
16 transactions
Others Institutions Holding SCHZ
# of Institutions
712Shares Held
171MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$289 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.45MShares$176 Million0.04% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.38MShares$174 Million18.39% of portfolio
-
Avantax Planning Partners, Inc.6.99MShares$165 Million5.22% of portfolio
-
Charles Schwab Trust CO5.95MShares$140 Million9.71% of portfolio