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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us aggregate b held by Revolve Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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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
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