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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Revolve Wealth Partners reduced its Charles Schwab (SCHW) stake by 0.37% in Q2 2026, selling an estimated $730 and leaving 2,171 shares worth $200K. The position accounts for 0.02% of the portfolio, ranked #348.

Revolve Wealth Partners first reported a position in SCHW in Q3 2025 and has held it in 4 quarters since. The position peaked at $257K in Q3 2025. 2,307 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Revolve Wealth Partners held 2,171 shares of Charles Schwab worth $200K as of Q2 2026.
  • Revolve Wealth Partners sold 8 Charles Schwab shares in Q2 2026, an estimated $730.
  • Charles Schwab made up 0.02% of Revolve Wealth Partners's portfolio in Q2 2026, its #348 holding.
  • Revolve Wealth Partners first reported a position in Charles Schwab in Q3 2025 and has held it in 4 quarters since.
  • Revolve Wealth Partners's Charles Schwab position peaked at $257K in Q3 2025.
  • 2,307 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

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