RWP
SCHV

Revolve Wealth Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Revolve Wealth Partners’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$303K Sell
8,701
-636
-7% -$20.9K 0.03% 268
2026
Q1 		$285K Sell
9,337
-10,273
-52% -$320K 0.04% 184
2025
Q4 		$581K Sell
19,610
-315
-2% -$9.21K 0.07% 125
2025
Q3 		$580K Sell
19,925
-840
-4% -$23.9K 0.07% 121
2025
Q2 		$575K Buy
20,765
+16
+0.1% +$421 0.07% 114
2025
Q1 		$552K Sell
20,749
-130
-0.6% -$3.49K 0.08% 109
2024
Q4 		$544K Buy
20,879
+17
+0.1% +$459 0.08% 114
2024
Q3 		$559K Sell
20,862
-1,179
-5% -$30.3K 0.09% 110
2024
Q2 		$544K Sell
22,041
-480
-2% -$11.9K 0.09% 98
2024
Q1 		$570K Sell
22,521
-603
-3% -$14.5K 0.1% 96
2023
Q4 		$540K Sell
23,124
-276
-1% -$6.04K 0.1% 91
2023
Q3 		$503K Sell
23,400
-69
-0.3% -$1.55K 0.12% 86
2023
Q2 		$525K Sell
23,469
-4,140
-15% -$90.4K 0.12% 81
2023
Q1 		$604K Buy
27,609
+1,137
+4% +$25.3K 0.15% 74
2022
Q4 		$583K Sell
26,472
-1,650
-6% -$35.7K 0.17% 71
2022
Q3 		$548K Sell
28,122
-1,416
-5% -$30.5K 0.18% 65
2022
Q2 		$615K Sell
29,538
-330
-1% -$7.41K 0.2% 60
2022
Q1 		$711K Buy
29,868
+645
+2% +$15.3K 0.21% 61
2021
Q4 		$713K Buy
+29,223
New +$692K 0.21% 68

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Revolve Wealth Partners's SCHV Position: Q2 2026 in Review

Revolve Wealth Partners reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 6.8% in Q2 2026, selling an estimated $20.9K and leaving 8,701 shares worth $303K. The position accounts for 0.03% of the portfolio, ranked #268.

Revolve Wealth Partners first reported a position in SCHV in Q4 2021 and has held it in 19 quarters since. The position peaked at $713K in Q4 2021. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Revolve Wealth Partners held 8,701 shares of Schwab US Large-Cap Value ETF worth $303K as of Q2 2026.
  • Revolve Wealth Partners sold 636 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $20.9K.
  • Schwab US Large-Cap Value ETF made up 0.03% of Revolve Wealth Partners's portfolio in Q2 2026, its #268 holding.
  • Revolve Wealth Partners first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • Revolve Wealth Partners's Schwab US Large-Cap Value ETF position peaked at $713K in Q4 2021.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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