RWP
Revolve Wealth Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $575K | Buy |
20,765
+16
| +0.1% | +$443 | 0.07% | 112 |
|
|
2025
Q1 | $552K | Sell |
20,749
-130
| -0.6% | -$3.46K | 0.08% | 109 |
|
|
2024
Q4 | $544K | Buy |
20,879
+13,925
| +200% | +$363K | 0.08% | 113 |
|
|
2024
Q3 | $559K | Sell |
6,954
-393
| -5% | -$31.6K | 0.09% | 109 |
|
|
2024
Q2 | $544K | Sell |
7,347
-160
| -2% | -$11.9K | 0.09% | 97 |
|
|
2024
Q1 | $570K | Sell |
7,507
-201
| -3% | -$15.3K | 0.1% | 95 |
|
|
2023
Q4 | $540K | Sell |
7,708
-92
| -1% | -$6.45K | 0.1% | 90 |
|
|
2023
Q3 | $503K | Sell |
7,800
-23
| -0.3% | -$1.48K | 0.12% | 84 |
|
|
2023
Q2 | $525K | Sell |
7,823
-1,380
| -15% | -$92.6K | 0.12% | 81 |
|
|
2023
Q1 | $604K | Buy |
9,203
+379
| +4% | +$24.9K | 0.15% | 74 |
|
|
2022
Q4 | $583K | Sell |
8,824
-550
| -6% | -$36.3K | 0.17% | 71 |
|
|
2022
Q3 | $548K | Sell |
9,374
-472
| -5% | -$27.6K | 0.18% | 65 |
|
|
2022
Q2 | $615K | Sell |
9,846
-110
| -1% | -$6.87K | 0.2% | 60 |
|
|
2022
Q1 | $711K | Buy |
9,956
+215
| +2% | +$15.4K | 0.21% | 61 |
|
|
2021
Q4 | $713K | Buy |
+9,741
| New | +$713K | 0.21% | 68 |
|