Revolve Wealth Partners, LLC

Position in SCHW — Schwab Charles Corp

CIK 1808992 Hackensack, NJ

Position in SCHW

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$200,318

-$4,464 QoQ

Shares Held

2,171

-0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,952

of 2,304 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Revolve Wealth Partners, LLC holds $2,172,074 across 3 Capital Markets names. SCHW ranks #3 (9.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,505	$1,522,111
2	MS	Morgan Stanley	2,151	$449,645
3	SCHW	Schwab Charles Corp This page	2,171	$200,318

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$200,318	2,171	-0.4%	Shares	Sole	2026-07-09
2026-03-31	$204,782	2,179	+8.5%	Shares	Sole	2026-04-13
2025-12-31	$200,719	2,009	-25.4%	Shares	Sole	2026-01-20
2025-09-30	$257,196	2,694	—	Shares	Sole	2025-10-14
No filing history on record for this holder in this stock.