RWP
Revolve Wealth Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.03M | Sell |
108,164
-2,653
| -2% | -$74.4K | 0.39% | 40 |
|
|
2025
Q1 | $2.9M | Sell |
110,817
-4,183
| -4% | -$110K | 0.42% | 37 |
|
|
2024
Q4 | $3.19M | Buy |
115,000
+75,941
| +194% | +$2.1M | 0.46% | 35 |
|
|
2024
Q3 | $3.25M | Sell |
39,059
-775
| -2% | -$64.4K | 0.49% | 32 |
|
|
2024
Q2 | $3.1M | Sell |
39,834
-414
| -1% | -$32.2K | 0.51% | 32 |
|
|
2024
Q1 | $3.28M | Sell |
40,248
-1,064
| -3% | -$86.6K | 0.56% | 30 |
|
|
2023
Q4 | $3.11M | Sell |
41,312
-2,130
| -5% | -$160K | 0.6% | 29 |
|
|
2023
Q3 | $2.94M | Sell |
43,442
-14,354
| -25% | -$971K | 0.68% | 30 |
|
|
2023
Q2 | $4.11M | Sell |
57,796
-61,743
| -52% | -$4.39M | 0.96% | 23 |
|
|
2023
Q1 | $8.11M | Sell |
119,539
-55,664
| -32% | -$3.78M | 2.06% | 18 |
|
|
2022
Q4 | $11.5M | Buy |
175,203
+5,305
| +3% | +$348K | 3.29% | 8 |
|
|
2022
Q3 | $10.3M | Sell |
169,898
-868
| -0.5% | -$52.5K | 3.44% | 7 |
|
|
2022
Q2 | $10.7M | Sell |
170,766
-5,205
| -3% | -$327K | 3.52% | 6 |
|
|
2022
Q1 | $13.3M | Buy |
175,971
+17,917
| +11% | +$1.36M | 3.85% | 6 |
|
|
2021
Q4 | $12.7M | Buy |
+158,054
| New | +$12.7M | 3.66% | 8 |
|