Revolve Wealth Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $580K | Sell |
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|
2025
Q2 | $575K | Buy |
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|
2025
Q1 | $552K | Sell |
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|
2024
Q4 | $544K | Buy |
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|
2024
Q3 | $559K | Sell |
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|
2024
Q2 | $544K | Sell |
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|
2024
Q1 | $570K | Sell |
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|
2023
Q4 | $540K | Sell |
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|
2023
Q3 | $503K | Sell |
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|
2023
Q2 | $525K | Sell |
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|
2023
Q1 | $604K | Buy |
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|
2022
Q4 | $583K | Sell |
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|
2022
Q3 | $548K | Sell |
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|
2022
Q2 | $615K | Sell |
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|
2022
Q1 | $711K | Buy |
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|
2021
Q4 | $713K | Buy |
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