RWP
Revolve Wealth Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.2M | Sell |
450,756
-38,817
| -8% | -$1.13M | 1.71% | 18 |
|
|
2025
Q1 | $12.3M | Buy |
489,573
+8,209
| +2% | +$206K | 1.77% | 16 |
|
|
2024
Q4 | $13.4M | Buy |
481,364
+359,429
| +295% | +$10M | 1.94% | 14 |
|
|
2024
Q3 | $12.7M | Buy |
121,935
+2,957
| +2% | +$308K | 1.94% | 15 |
|
|
2024
Q2 | $12M | Sell |
118,978
-34
| -0% | -$3.43K | 1.97% | 15 |
|
|
2024
Q1 | $11M | Buy |
119,012
+617
| +0.5% | +$57.2K | 1.88% | 15 |
|
|
2023
Q4 | $9.82M | Buy |
118,395
+605
| +0.5% | +$50.2K | 1.89% | 16 |
|
|
2023
Q3 | $8.57M | Sell |
117,790
-9,010
| -7% | -$655K | 1.97% | 16 |
|
|
2023
Q2 | $9.5M | Sell |
126,800
-109,439
| -46% | -$8.2M | 2.22% | 14 |
|
|
2023
Q1 | $15.4M | Sell |
236,239
-154,263
| -40% | -$10.1M | 3.91% | 6 |
|
|
2022
Q4 | $21.7M | Buy |
390,502
+1,234
| +0.3% | +$68.6K | 6.21% | 3 |
|
|
2022
Q3 | $21.7M | Buy |
389,268
+32,523
| +9% | +$1.82M | 7.26% | 3 |
|
|
2022
Q2 | $20.7M | Buy |
356,745
+27,610
| +8% | +$1.6M | 6.79% | 3 |
|
|
2022
Q1 | $24.6M | Buy |
329,135
+221,190
| +205% | +$16.5M | 7.11% | 3 |
|
|
2021
Q4 | $17.7M | Buy |
+107,945
| New | +$17.7M | 5.09% | 3 |
|