Revolve Wealth Partners’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $438K | Sell |
18,395
-257
| -1% | -$6.12K | 0.06% | 132 |
|
|
2025
Q1 | $402K | Sell |
18,652
-2,858
| -13% | -$61.5K | 0.06% | 137 |
|
|
2024
Q4 | $488K | Sell |
21,510
-183
| -0.8% | -$4.15K | 0.07% | 123 |
|
|
2024
Q3 | $481K | Sell |
21,693
-27
| -0.1% | -$599 | 0.07% | 117 |
|
|
2024
Q2 | $455K | Sell |
21,720
-3
| -0% | -$63 | 0.07% | 111 |
|
|
2024
Q1 | $442K | Sell |
21,723
-33
| -0.2% | -$672 | 0.08% | 109 |
|
|
2023
Q4 | $404K | Sell |
21,756
-255
| -1% | -$4.73K | 0.08% | 104 |
|
|
2023
Q3 | $366K | Sell |
22,011
-483
| -2% | -$8.03K | 0.08% | 100 |
|
|
2023
Q2 | $388K | Buy |
22,494
+249
| +1% | +$4.29K | 0.09% | 96 |
|
|
2023
Q1 | $355K | Sell |
22,245
-2,463
| -10% | -$39.3K | 0.09% | 100 |
|
|
2022
Q4 | $369K | Buy |
24,708
+1,284
| +5% | +$19.2K | 0.11% | 93 |
|
|
2022
Q3 | $328K | Sell |
23,424
-651
| -3% | -$9.12K | 0.11% | 86 |
|
|
2022
Q2 | $355K | Buy |
24,075
+2,514
| +12% | +$37.1K | 0.12% | 86 |
|
|
2022
Q1 | $384K | Buy |
21,561
+447
| +2% | +$7.96K | 0.11% | 90 |
|
|
2021
Q4 | $398K | Buy |
+21,114
| New | +$398K | 0.11% | 91 |
|