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Revolve Wealth Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Revolve Wealth Partners’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.48M Sell
94,251
-2,503
-3% -$86.1K 0.36% 45
2026
Q1 		$3M Sell
96,754
-9,777
-9% -$311K 0.39% 39
2025
Q4 		$3.2M Sell
106,531
-1,375
-1% -$41K 0.38% 40
2025
Q3 		$3.2M Sell
107,906
-258
-0.2% -$7.51K 0.38% 39
2025
Q2 		$3.03M Sell
108,164
-2,653
-2% -$70K 0.39% 41
2025
Q1 		$2.9M Sell
110,817
-4,183
-4% -$116K 0.42% 37
2024
Q4 		$3.19M Sell
115,000
-2,177
-2% -$62K 0.46% 36
2024
Q3 		$3.25M Sell
117,177
-2,325
-2% -$61.8K 0.49% 32
2024
Q2 		$3.1M Sell
119,502
-1,242
-1% -$32.5K 0.51% 32
2024
Q1 		$3.28M Sell
120,744
-3,192
-3% -$81.4K 0.56% 30
2023
Q4 		$3.11M Sell
123,936
-6,390
-5% -$146K 0.6% 29
2023
Q3 		$2.94M Sell
130,326
-43,062
-25% -$1.02M 0.68% 30
2023
Q2 		$4.11M Sell
173,388
-185,229
-52% -$4.17M 0.96% 23
2023
Q1 		$8.11M Sell
358,617
-166,992
-32% -$3.85M 2.06% 18
2022
Q4 		$11.5M Buy
525,609
+15,915
+3% +$349K 3.29% 8
2022
Q3 		$10.3M Sell
509,694
-2,604
-0.5% -$58.1K 3.44% 7
2022
Q2 		$10.7M Sell
512,298
-15,615
-3% -$360K 3.52% 6
2022
Q1 		$13.3M Buy
527,913
+53,751
+11% +$1.35M 3.85% 6
2021
Q4 		$12.7M Buy
+474,162
New +$12.6M 3.66% 8

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MGIA
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Jones Financial Companies
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AA
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HighTower Advisors
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Cerity Partners
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LWMT
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Wealth Enhancement Advisory Services
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Revolve Wealth Partners's SCHM Position: Q2 2026 in Review

Revolve Wealth Partners reduced its Schwab US Mid-Cap ETF (SCHM) stake by 2.6% in Q2 2026, selling an estimated $86.1K and leaving 94,251 shares worth $3.48M. The position accounts for 0.36% of the portfolio, ranked #45.

Revolve Wealth Partners first reported a position in SCHM in Q4 2021 and has held it in 19 quarters since. The position peaked at $13.3M in Q1 2022. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Revolve Wealth Partners held 94,251 shares of Schwab US Mid-Cap ETF worth $3.48M as of Q2 2026.
  • Revolve Wealth Partners sold 2,503 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $86.1K.
  • Schwab US Mid-Cap ETF made up 0.36% of Revolve Wealth Partners's portfolio in Q2 2026, its #45 holding.
  • Revolve Wealth Partners first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Revolve Wealth Partners's Schwab US Mid-Cap ETF position peaked at $13.3M in Q1 2022.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.