Revolve Wealth Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Revolve Wealth Partners’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3M	Sell	94,514 -32	-0%	-$1.01K	0.31%	51
2026 Q1	$2.9M	Sell	94,546 -399	-0.4%	-$12.1K	0.38%	41
2025 Q4	$2.6M	Sell	94,945 -196	-0.2%	-$5.33K	0.31%	47
2025 Q3	$2.6M	Sell	95,141 -869	-0.9%	-$23.7K	0.31%	44
2025 Q2	$2.54M	Buy	96,010 +19,353	+25%	+$505K	0.33%	44
2025 Q1	$2.14M	Sell	76,657 -28	-0%	-$781	0.31%	49
2024 Q4	$2.1M	Buy	76,685 +1,718	+2%	+$48.8K	0.3%	51
2024 Q3	$2.11M	Sell	74,967 -5,868	-7%	-$160K	0.32%	47
2024 Q2	$2.1M	Sell	80,835 -399	-0.5%	-$10.4K	0.34%	45
2024 Q1	$2.18M	Sell	81,234 -225	-0.3%	-$5.81K	0.37%	48
2023 Q4	$2.07M	Buy	81,459 +273	+0.3%	+$6.51K	0.4%	42
2023 Q3	$1.91M	Sell	81,186 -1,752	-2%	-$43K	0.44%	46
2023 Q2	$2.01M	Sell	82,938 -19,233	-19%	-$460K	0.47%	43
2023 Q1	$2.49M	Buy	102,171 +9,441	+10%	+$236K	0.63%	35
2022 Q4	$2.33M	Buy	92,730 +19,719	+27%	+$487K	0.67%	34
2022 Q3	$1.62M	Buy	73,011 +11,304	+18%	+$275K	0.54%	36
2022 Q2	$1.47M	Sell	61,707 -3,153	-5%	-$80.2K	0.48%	42
2022 Q1	$1.71M	Buy	64,860 +12,384	+24%	+$324K	0.49%	39
2021 Q4	$1.41M	Buy	+52,476	New	+$1.36M	0.41%	44

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

Revolve Wealth Partners reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.03% in Q2 2026, selling an estimated $1.01K and leaving 94,514 shares worth $3M. The position accounts for 0.31% of the portfolio, ranked #51.

Revolve Wealth Partners first reported a position in SCHD in Q4 2021 and has held it in 19 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Revolve Wealth Partners held 94,514 shares of Schwab US Dividend Equity ETF worth $3M as of Q2 2026.
Revolve Wealth Partners sold 32 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.01K.
Schwab US Dividend Equity ETF made up 0.31% of Revolve Wealth Partners's portfolio in Q2 2026, its #51 holding.
Revolve Wealth Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 19 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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