RWP
Revolve Wealth Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.54M | Buy |
96,010
+19,353
| +25% | +$513K | 0.33% | 43 |
|
|
2025
Q1 | $2.14M | Sell |
76,657
-28
| -0% | -$783 | 0.31% | 49 |
|
|
2024
Q4 | $2.1M | Buy |
76,685
+51,696
| +207% | +$1.41M | 0.3% | 50 |
|
|
2024
Q3 | $2.11M | Sell |
24,989
-1,956
| -7% | -$165K | 0.32% | 47 |
|
|
2024
Q2 | $2.1M | Sell |
26,945
-133
| -0.5% | -$10.3K | 0.34% | 45 |
|
|
2024
Q1 | $2.18M | Sell |
27,078
-75
| -0.3% | -$6.05K | 0.37% | 48 |
|
|
2023
Q4 | $2.07M | Buy |
27,153
+91
| +0.3% | +$6.93K | 0.4% | 42 |
|
|
2023
Q3 | $1.91M | Sell |
27,062
-584
| -2% | -$41.3K | 0.44% | 46 |
|
|
2023
Q2 | $2.01M | Sell |
27,646
-6,411
| -19% | -$466K | 0.47% | 43 |
|
|
2023
Q1 | $2.49M | Buy |
34,057
+3,147
| +10% | +$230K | 0.63% | 35 |
|
|
2022
Q4 | $2.33M | Buy |
30,910
+6,573
| +27% | +$497K | 0.67% | 34 |
|
|
2022
Q3 | $1.62M | Buy |
24,337
+3,768
| +18% | +$250K | 0.54% | 36 |
|
|
2022
Q2 | $1.47M | Sell |
20,569
-1,051
| -5% | -$75.3K | 0.48% | 42 |
|
|
2022
Q1 | $1.71M | Buy |
21,620
+4,128
| +24% | +$326K | 0.49% | 39 |
|
|
2021
Q4 | $1.41M | Buy |
+17,492
| New | +$1.41M | 0.41% | 44 |
|