RWP
SCHW

Revolve Wealth Partners’s Charles Schwab SCHW Stock Holding History

Revolve Wealth Partners’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$200K Sell
2,171
-8
-0.4% -$730 0.02% 348
2026
Q1 		$205K Buy
2,179
+170
+8% +$16.7K 0.03% 218
2025
Q4 		$201K Sell
2,009
-685
-25% -$65K 0.02% 225
2025
Q3 		$257K Buy
+2,694
New +$256K 0.03% 193

Other funds holding SCHW

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return