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Revolve Wealth Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Revolve Wealth Partners’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.18M Sell
87,893
-853
-1% -$28.2K 0.33% 47
2026
Q1 		$2.58M Sell
88,746
-464
-0.5% -$13.9K 0.34% 47
2025
Q4 		$2.54M Sell
89,210
-156
-0.2% -$4.41K 0.3% 48
2025
Q3 		$2.49M Buy
89,366
+548
+0.6% +$14.7K 0.3% 49
2025
Q2 		$2.25M Sell
88,818
-9,659
-10% -$228K 0.29% 49
2025
Q1 		$2.31M Sell
98,477
-1,567
-2% -$39.9K 0.33% 44
2024
Q4 		$2.59M Buy
100,044
+2,084
+2% +$55.4K 0.37% 44
2024
Q3 		$2.52M Sell
97,960
-3,708
-4% -$92.1K 0.38% 36
2024
Q2 		$2.41M Buy
101,668
+810
+0.8% +$19.2K 0.4% 39
2024
Q1 		$2.48M Sell
100,858
-480
-0.5% -$11.2K 0.42% 36
2023
Q4 		$2.39M Sell
101,338
-6,226
-6% -$131K 0.46% 36
2023
Q3 		$2.23M Sell
107,564
-28,874
-21% -$634K 0.51% 36
2023
Q2 		$2.99M Sell
136,438
-188,550
-58% -$3.93M 0.7% 29
2023
Q1 		$6.81M Sell
324,988
-198,296
-38% -$4.26M 1.73% 20
2022
Q4 		$10.6M Sell
523,284
-29,578
-5% -$606K 3.03% 10
2022
Q3 		$10.4M Buy
552,862
+11,712
+2% +$245K 3.49% 6
2022
Q2 		$10.6M Buy
541,150
+26,610
+5% +$569K 3.46% 7
2022
Q1 		$12.2M Buy
514,540
+47,704
+10% +$1.13M 3.52% 7
2021
Q4 		$12M Buy
+466,836
New +$12.1M 3.44% 10

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Revolve Wealth Partners's SCHA Position: Q2 2026 in Review

Revolve Wealth Partners reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.96% in Q2 2026, selling an estimated $28.2K and leaving 87,893 shares worth $3.18M. The position accounts for 0.33% of the portfolio, ranked #47.

Revolve Wealth Partners first reported a position in SCHA in Q4 2021 and has held it in 19 quarters since. The position peaked at $12.2M in Q1 2022. 394 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Revolve Wealth Partners held 87,893 shares of Schwab U.S Small- Cap ETF worth $3.18M as of Q2 2026.
  • Revolve Wealth Partners sold 853 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $28.2K.
  • Schwab U.S Small- Cap ETF made up 0.33% of Revolve Wealth Partners's portfolio in Q2 2026, its #47 holding.
  • Revolve Wealth Partners first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Revolve Wealth Partners's Schwab U.S Small- Cap ETF position peaked at $12.2M in Q1 2022.
  • 394 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.