Revolve Wealth Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $14.3M | Sell |
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|
2025
Q2 | $13.2M | Sell |
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|
2025
Q1 | $12.3M | Buy |
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|
2024
Q4 | $13.4M | Sell |
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|
2024
Q3 | $12.7M | Buy |
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|
2024
Q2 | $12M | Sell |
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|
2024
Q1 | $11M | Buy |
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|
2023
Q4 | $9.82M | Buy |
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|
2023
Q3 | $8.57M | Sell |
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|
2023
Q2 | $9.5M | Sell |
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|
2023
Q1 | $15.4M | Sell |
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|
2022
Q4 | $21.7M | Buy |
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|
2022
Q3 | $21.7M | Buy |
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|
2022
Q2 | $20.7M | Buy |
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|
2022
Q1 | $24.6M | Buy |
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|
2021
Q4 | $17.7M | Buy |
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