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 $17.6 Million. This represents 2.21% of its overall portfolio holdings.
Number of Shares
753,124
Previous 724,791
3.91%
Holding current value
$17.6 Million
Previous $16.8 Million
4.93%
% of portfolio
2.21%
Previous 2.28%
Shares
16 transactions
Others Institutions Holding SCHZ
# of Institutions
707Shares Held
174MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.1MShares$284 Million0.02% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.96MShares$186 Million18.44% of portfolio
-
Avantax Planning Partners, Inc.7.18MShares$168 Million4.89% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.23MShares$146 Million0.04% of portfolio
-
Charles Schwab Trust CO5.95MShares$139 Million9.71% of portfolio