Schwab Strategic Tr us aggregate b shares owned by Revolve Wealth Partners
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Revolve Wealth Partners
from 13F filings
Historical chart of Revolve Wealth Partners investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Revolve Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 753k | 23.47 |
| 2025-06-30 | $17M | 725k | 23.24 |
| 2025-03-31 | $17M | 743k | 23.16 |
| 2024-12-31 | $17M | 735k | 22.70 |
| 2024-09-30 | $16M | 343k | 47.52 |
| 2024-06-30 | $14M | 314k | 45.58 |
| 2024-03-31 | $13M | 282k | 46.00 |
| 2023-12-31 | $13M | 272k | 46.62 |
| 2023-09-30 | $11M | 243k | 44.23 |
| 2023-06-30 | $9.9M | 214k | 46.16 |
| 2023-03-31 | $9.0M | 191k | 46.91 |
| 2022-12-31 | $8.0M | 175k | 45.65 |
| 2022-09-30 | $5.9M | 131k | 45.31 |
| 2022-06-30 | $6.0M | 125k | 47.87 |
| 2022-03-31 | $5.8M | 115k | 50.57 |
| 2021-12-31 | $5.9M | 109k | 53.90 |
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