Revolve Wealth Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.2M | Sell |
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|
2025
Q2 | $3.03M | Sell |
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|
2025
Q1 | $2.9M | Sell |
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|
2024
Q4 | $3.19M | Sell |
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|
2024
Q3 | $3.25M | Sell |
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|
2024
Q2 | $3.1M | Sell |
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|
2024
Q1 | $3.28M | Sell |
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|
2023
Q4 | $3.11M | Sell |
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|
2023
Q3 | $2.94M | Sell |
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|
2023
Q2 | $4.11M | Sell |
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|
2023
Q1 | $8.11M | Sell |
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|
2022
Q4 | $11.5M | Buy |
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|
2022
Q3 | $10.3M | Sell |
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|
2022
Q2 | $10.7M | Sell |
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|
2022
Q1 | $13.3M | Buy |
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|
2021
Q4 | $12.7M | Buy |
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