Revolve Wealth Partners, LLC Schwab Strategic Tr Us Dividen Transaction History

Revolve Wealth Partners, LLC

  • $626 Million
  • Q3 2024

A detailed history of Revolve Wealth Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Revolve Wealth Partners, LLC holds 24,989 shares of SCHD stock, worth $686,447. This represents 0.34% of its overall portfolio holdings.

Number of Shares
24,989
Previous 26,945 7.26%
Holding current value
$686,447
Previous $2.1 Million 0.81%
% of portfolio
0.34%
Previous 0.36%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
SELL
$77.02 - $85.06 $150,651 - $166,377
-1,956 Reduced 7.26%
24,989 $2.11 Million
Q2 2024

Jul 19, 2024
SELL
$75.81 - $80.15 $10,082 - $10,659
-133 Reduced 0.49%
26,945 $2.1 Million
Q1 2024

Apr 15, 2024
SELL
$75.25 - $80.63 $5,643 - $6,047
-75 Reduced 0.28%
27,078 $2.18 Million
Q4 2023

Jan 12, 2024
BUY
$66.9 - $76.32 $6,087 - $6,945
91 Added 0.34%
27,153 $2.07 Million
Q3 2023

Oct 10, 2023
SELL
$70.63 - $75.66 $41,247 - $44,185
-584 Reduced 2.11%
27,062 $1.91 Million
Q2 2023

Jul 20, 2023
SELL
$69.18 - $73.94 $443,512 - $474,029
-6,411 Reduced 18.82%
27,646 $2.01 Million
Q1 2023

Apr 06, 2023
BUY
$70.28 - $78.03 $221,171 - $245,560
3,147 Added 10.18%
34,057 $2.49 Million
Q4 2022

Jan 17, 2023
BUY
$67.16 - $79.06 $441,442 - $519,661
6,573 Added 27.01%
30,910 $0
Q3 2022

Oct 12, 2022
BUY
$66.43 - $77.87 $250,308 - $293,414
3,768 Added 18.32%
24,337 $1.62 Million
Q2 2022

Jul 11, 2022
SELL
$70.31 - $80.24 $73,895 - $84,332
-1,051 Reduced 4.86%
20,569 $1.47 Million
Q1 2022

Apr 19, 2022
BUY
$75.14 - $81.94 $310,177 - $338,248
4,128 Added 23.6%
21,620 $1.71 Million
Q4 2021

Feb 04, 2022
BUY
$74.93 - $80.86 $1.31 Million - $1.41 Million
17,492 New
17,492 $1.41 Million

Others Institutions Holding SCHD

# of Institutions
1,761
Shares Held
276M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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