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Revolve Wealth Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Revolve Wealth Partners’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.3M Sell
421,950
-667
-0.2% -$22.1K 1.48% 19
2026
Q1 		$12.3M Sell
422,617
-29,320
-6% -$911K 1.6% 18
2025
Q4 		$14.7M Buy
451,937
+3,563
+0.8% +$116K 1.73% 18
2025
Q3 		$14.3M Sell
448,374
-2,382
-0.5% -$72.6K 1.72% 20
2025
Q2 		$13.2M Sell
450,756
-38,817
-8% -$1.03M 1.71% 18
2025
Q1 		$12.3M Buy
489,573
+8,209
+2% +$225K 1.77% 16
2024
Q4 		$13.4M Sell
481,364
-6,376
-1% -$174K 1.94% 14
2024
Q3 		$12.7M Buy
487,740
+11,828
+2% +$298K 1.94% 15
2024
Q2 		$12M Sell
475,912
-136
-0% -$3.21K 1.97% 15
2024
Q1 		$11M Buy
476,048
+2,468
+0.5% +$54.6K 1.88% 15
2023
Q4 		$9.82M Buy
473,580
+2,420
+0.5% +$46.8K 1.89% 16
2023
Q3 		$8.57M Sell
471,160
-36,040
-7% -$678K 1.97% 16
2023
Q2 		$9.5M Sell
507,200
-437,756
-46% -$7.51M 2.22% 14
2023
Q1 		$15.4M Sell
944,956
-617,052
-40% -$9.37M 3.91% 6
2022
Q4 		$21.7M Buy
1,562,008
+4,936
+0.3% +$71K 6.21% 3
2022
Q3 		$21.7M Buy
1,557,072
+130,092
+9% +$2.04M 7.26% 3
2022
Q2 		$20.7M Buy
1,426,980
+110,440
+8% +$1.77M 6.79% 3
2022
Q1 		$24.6M Buy
1,316,540
+452,980
+52% +$8.26M 7.11% 3
2021
Q4 		$17.7M Buy
+863,560
New +$17.3M 5.09% 3

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Revolve Wealth Partners reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.16% in Q2 2026, selling an estimated $22.1K and leaving 421,950 shares worth $14.3M. The position accounts for 1.48% of the portfolio, ranked #19.

Revolve Wealth Partners first reported a position in SCHG in Q4 2021 and has held it in 19 quarters since. The position peaked at $24.6M in Q1 2022. 1,663 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Revolve Wealth Partners held 421,950 shares of Schwab US Large-Cap Growth ETF worth $14.3M as of Q2 2026.
  • Revolve Wealth Partners sold 667 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $22.1K.
  • Schwab US Large-Cap Growth ETF made up 1.48% of Revolve Wealth Partners's portfolio in Q2 2026, its #19 holding.
  • Revolve Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Revolve Wealth Partners's Schwab US Large-Cap Growth ETF position peaked at $24.6M in Q1 2022.
  • 1,663 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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