RWP
Revolve Wealth Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.25M | Sell |
88,818
-9,659
| -10% | -$244K | 0.29% | 48 |
|
|
2025
Q1 | $2.31M | Sell |
98,477
-1,567
| -2% | -$36.7K | 0.33% | 44 |
|
|
2024
Q4 | $2.59M | Buy |
100,044
+51,064
| +104% | +$1.32M | 0.37% | 43 |
|
|
2024
Q3 | $2.52M | Sell |
48,980
-1,854
| -4% | -$95.5K | 0.38% | 36 |
|
|
2024
Q2 | $2.41M | Buy |
50,834
+405
| +0.8% | +$19.2K | 0.4% | 39 |
|
|
2024
Q1 | $2.48M | Sell |
50,429
-240
| -0.5% | -$11.8K | 0.42% | 36 |
|
|
2023
Q4 | $2.39M | Sell |
50,669
-3,113
| -6% | -$147K | 0.46% | 36 |
|
|
2023
Q3 | $2.23M | Sell |
53,782
-14,437
| -21% | -$598K | 0.51% | 36 |
|
|
2023
Q2 | $2.99M | Sell |
68,219
-94,275
| -58% | -$4.13M | 0.7% | 29 |
|
|
2023
Q1 | $6.81M | Sell |
162,494
-99,148
| -38% | -$4.16M | 1.73% | 20 |
|
|
2022
Q4 | $10.6M | Sell |
261,642
-14,789
| -5% | -$599K | 3.03% | 10 |
|
|
2022
Q3 | $10.4M | Buy |
276,431
+5,856
| +2% | +$221K | 3.49% | 6 |
|
|
2022
Q2 | $10.6M | Buy |
270,575
+13,305
| +5% | +$519K | 3.46% | 7 |
|
|
2022
Q1 | $12.2M | Buy |
257,270
+140,561
| +120% | +$6.66M | 3.52% | 7 |
|
|
2021
Q4 | $12M | Buy |
+116,709
| New | +$12M | 3.44% | 10 |
|