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Revolve Wealth Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Revolve Wealth Partners’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$544K Sell
18,775
-178
-0.9% -$4.98K 0.06% 180
2026
Q1 		$476K Buy
18,953
+632
+3% +$16.6K 0.06% 134
2025
Q4 		$481K Sell
18,321
-87
-0.5% -$2.27K 0.06% 138
2025
Q3 		$473K Buy
18,408
+13
+0.1% +$322 0.06% 135
2025
Q2 		$438K Sell
18,395
-257
-1% -$5.66K 0.06% 134
2025
Q1 		$402K Sell
18,652
-2,858
-13% -$65K 0.06% 137
2024
Q4 		$488K Sell
21,510
-183
-0.8% -$4.18K 0.07% 124
2024
Q3 		$481K Sell
21,693
-27
-0.1% -$576 0.07% 119
2024
Q2 		$455K Sell
21,720
-3
-0% -$61 0.07% 113
2024
Q1 		$442K Sell
21,723
-33
-0.2% -$639 0.08% 111
2023
Q4 		$404K Sell
21,756
-255
-1% -$4.4K 0.08% 106
2023
Q3 		$366K Sell
22,011
-483
-2% -$8.36K 0.08% 103
2023
Q2 		$388K Buy
22,494
+249
+1% +$4.06K 0.09% 96
2023
Q1 		$355K Sell
22,245
-2,463
-10% -$38.5K 0.09% 100
2022
Q4 		$369K Buy
24,708
+1,284
+5% +$19.3K 0.11% 93
2022
Q3 		$328K Sell
23,424
-651
-3% -$10.1K 0.11% 86
2022
Q2 		$355K Buy
24,075
+2,514
+12% +$40.4K 0.12% 86
2022
Q1 		$384K Buy
21,561
+447
+2% +$7.85K 0.11% 90
2021
Q4 		$398K Buy
+21,114
New +$388K 0.11% 91

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SCM
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UBS AM
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SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
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HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Revolve Wealth Partners reduced its Schwab US Broad Market ETF (SCHB) stake by 0.94% in Q2 2026, selling an estimated $4.98K and leaving 18,775 shares worth $544K. The position accounts for 0.06% of the portfolio, ranked #180.

Revolve Wealth Partners first reported a position in SCHB in Q4 2021 and has held it in 19 quarters since. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Revolve Wealth Partners held 18,775 shares of Schwab US Broad Market ETF worth $544K as of Q2 2026.
  • Revolve Wealth Partners sold 178 Schwab US Broad Market ETF shares in Q2 2026, an estimated $4.98K.
  • Schwab US Broad Market ETF made up 0.06% of Revolve Wealth Partners's portfolio in Q2 2026, its #180 holding.
  • Revolve Wealth Partners first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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