Revolve Wealth Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.49M | Buy |
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|
2025
Q2 | $2.25M | Sell |
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|
2025
Q1 | $2.31M | Sell |
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|
2024
Q4 | $2.59M | Buy |
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|
2024
Q3 | $2.52M | Sell |
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|
2024
Q2 | $2.41M | Buy |
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|
2024
Q1 | $2.48M | Sell |
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|
2023
Q4 | $2.39M | Sell |
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|
2023
Q3 | $2.23M | Sell |
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|
2023
Q2 | $2.99M | Sell |
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|
2023
Q1 | $6.81M | Sell |
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|
2022
Q4 | $10.6M | Sell |
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|
2022
Q3 | $10.4M | Buy |
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|
2022
Q2 | $10.6M | Buy |
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|
2022
Q1 | $12.2M | Buy |
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|
2021
Q4 | $12M | Buy |
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