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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 1.56% 18
2024
Q3 		$10M Sell
442,599
-66,858
-13% -$1.46M 1.52% 20
2024
Q2 		$10.9M Sell
509,457
-18,546
-4% -$383K 1.79% 17
2024
Q1 		$10.9M Sell
528,003
-477
-0.1% -$9.39K 1.86% 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 2.07% 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 4.26% 5
2022
Q4 		$24.3M Sell
1,612,683
-48,096
-3% -$728K 6.94% 2
2022
Q3 		$23.4M Buy
1,660,779
+54,300
+3% +$852K 7.83% 2
2022
Q2 		$23.9M Buy
1,606,479
+81,636
+5% +$1.32M 7.85% 2
2022
Q1 		$27.4M Buy
1,524,843
+1,557
+0.1% +$27.6K 7.9% 2
2021
Q4 		$28.9M Buy
+1,523,286
New +$28.1M 8.32% 2

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Revolve Wealth Partners reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.3% in Q2 2026, selling an estimated $35.7K and leaving 412,375 shares worth $12.1M. The position accounts for 1.26% of the portfolio, ranked #21.

Revolve Wealth Partners first reported a position in SCHX in Q4 2021 and has held it in 19 quarters since. The position peaked at $28.9M in Q4 2021. 1,599 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Revolve Wealth Partners held 412,375 shares of Schwab US Large- Cap ETF worth $12.1M as of Q2 2026.
  • Revolve Wealth Partners sold 1,251 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $35.7K.
  • Schwab US Large- Cap ETF made up 1.26% of Revolve Wealth Partners's portfolio in Q2 2026, its #21 holding.
  • Revolve Wealth Partners first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Revolve Wealth Partners's Schwab US Large- Cap ETF position peaked at $28.9M in Q4 2021.
  • 1,599 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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