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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 1.49% 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 1.72% 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 1.97% 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 1.98% 15
2024
Q1 		$11M Buy
476,048
+2,468
+0.5% +$54.6K 1.89% 15
2023
Q4 		$9.82M Buy
473,580
+2,420
+0.5% +$46.8K 1.9% 16
2023
Q3 		$8.57M Sell
471,160
-36,040
-7% -$678K 1.99% 16
2023
Q2 		$9.5M Sell
507,200
-437,756
-46% -$7.51M 2.23% 14
2023
Q1 		$15.4M Sell
944,956
-617,052
-40% -$9.37M 3.92% 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 6.8% 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

TWM
Thrive Wealth Management Audubon, Pennsylvania $777M AUM 23.6% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return