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

Revolve Wealth Partners, LLC

$909 Million
Q4 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 76,685 shares of SCHD stock, worth $2.11 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

76,685

Previous 24,989 206.88%

Holding current value

$2.11 Million

Previous $2.11 Million 0.8%

% of portfolio

0.23%

Previous 0.34%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$26.93 - $84.95 $1.39 Million - $4.39 Million	51,696 Added 206.88%	76,685 $2.1 Million
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

1,861

Shares Held

518M

Call Options Held

1.92M

Put Options Held

1.16M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

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 Dividen Transaction History