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

Revolve Wealth Partners’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.1M Sell
412,375
-1,251
-0.3% -$35.7K 1.26% 21
2026
Q1 		$10.6M Sell
413,626
-17,114
-4% -$459K 1.38% 21
2025
Q4 		$11.6M Buy
430,740
+2,513
+0.6% +$67.1K 1.36% 23
2025
Q3 		$11.3M Sell
428,227
-2,238
-0.5% -$56.8K 1.35% 23
2025
Q2 		$10.5M Sell
430,465
-40,815
-9% -$923K 1.37% 23
2025
Q1 		$10.4M Buy
471,280
+6,060
+1% +$141K 1.51% 19
2024
Q4 		$10.8M Buy
465,220
+22,621
+5% +$527K 1.58% 18
2024
Q3 		$10M Sell
442,599
-66,858
-13% -$1.46M 1.53% 20
2024
Q2 		$10.9M Sell
509,457
-18,546
-4% -$383K 1.8% 17
2024
Q1 		$10.9M Sell
528,003
-477
-0.1% -$9.39K 1.87% 16
2023
Q4 		$9.94M Sell
528,480
-4,617
-0.9% -$81.1K 1.92% 15
2023
Q3 		$8.99M Sell
533,097
-41,082
-7% -$721K 2.09% 14
2023
Q2 		$10M Sell
574,179
-465,693
-45% -$7.69M 2.35% 12
2023
Q1 		$16.8M Sell
1,039,872
-572,811
-36% -$9.01M 4.27% 5
2022
Q4 		$24.3M Sell
1,612,683
-48,096
-3% -$728K 6.95% 2
2022
Q3 		$23.4M Buy
1,660,779
+54,300
+3% +$852K 7.84% 2
2022
Q2 		$23.9M Buy
1,606,479
+81,636
+5% +$1.32M 7.86% 2
2022
Q1 		$27.4M Buy
1,524,843
+1,557
+0.1% +$27.6K 7.91% 2
2021
Q4 		$28.9M Buy
+1,523,286
New +$28.1M 8.32% 2

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CST
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FSAG
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LWMT
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BSB
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SWM
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FMP
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RDWM
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MTC
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DAS
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