RWP
Revolve Wealth Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5M | Sell |
430,465
-40,815
| -9% | -$998K | 1.37% | 23 |
|
|
2025
Q1 | $10.4M | Buy |
471,280
+6,060
| +1% | +$134K | 1.51% | 19 |
|
|
2024
Q4 | $10.8M | Buy |
465,220
+317,687
| +215% | +$7.36M | 1.56% | 18 |
|
|
2024
Q3 | $10M | Sell |
147,533
-22,286
| -13% | -$1.51M | 1.52% | 20 |
|
|
2024
Q2 | $10.9M | Sell |
169,819
-6,182
| -4% | -$397K | 1.79% | 17 |
|
|
2024
Q1 | $10.9M | Sell |
176,001
-159
| -0.1% | -$9.87K | 1.86% | 16 |
|
|
2023
Q4 | $9.94M | Sell |
176,160
-1,539
| -0.9% | -$86.8K | 1.92% | 15 |
|
|
2023
Q3 | $8.99M | Sell |
177,699
-13,694
| -7% | -$693K | 2.07% | 14 |
|
|
2023
Q2 | $10M | Sell |
191,393
-155,231
| -45% | -$8.13M | 2.35% | 12 |
|
|
2023
Q1 | $16.8M | Sell |
346,624
-190,937
| -36% | -$9.24M | 4.26% | 5 |
|
|
2022
Q4 | $24.3M | Sell |
537,561
-16,032
| -3% | -$724K | 6.94% | 2 |
|
|
2022
Q3 | $23.4M | Buy |
553,593
+18,100
| +3% | +$767K | 7.83% | 2 |
|
|
2022
Q2 | $23.9M | Buy |
535,493
+27,212
| +5% | +$1.22M | 7.85% | 2 |
|
|
2022
Q1 | $27.4M | Buy |
508,281
+254,400
| +100% | +$13.7M | 7.9% | 2 |
|
|
2021
Q4 | $28.9M | Buy |
+253,881
| New | +$28.9M | 8.32% | 2 |
|