SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Revolve Wealth Partners, LLC's Holding History (CIK: 0001808992)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 430,740 Value ($000) $11,591 Avg Close — Range —
Q3 2025
Shares 428,227 Value ($000) $11,279 Avg Close — Range —
Q2 2025
Shares 430,465 Value ($000) $10,521 Avg Close — Range —
Q1 2025
Shares 471,280 Value ($000) $10,406 Avg Close — Range —
Q4 2024
Shares 465,220 Value ($000) $10,784 Avg Close — Range —
Q3 2024
Shares 147,533 Value ($000) $10,010 Avg Close — Range —
Q2 2024
Shares 169,819 Value ($000) $10,911 Avg Close — Range —
Q1 2024
Shares 176,001 Value ($000) $10,923 Avg Close — Range —
Q4 2023
Shares 176,160 Value ($000) $9,935 Avg Close — Range —
Q3 2023
Shares 177,699 Value ($000) $8,992 Avg Close — Range —
Q2 2023
Shares 191,393 Value ($000) $10,023 Avg Close — Range —
Q1 2023
Shares 346,624 Value ($000) $16,766 Avg Close — Range —
Q4 2022
Shares 537,561 Value ($000) $24,271 Avg Close — Range —
Q3 2022
Shares 553,593 Value ($000) $23,445 Avg Close — Range —
Q2 2022
Shares 535,493 Value ($000) $23,915 Avg Close — Range —
Q1 2022
Shares 508,281 Value ($000) $27,371 Avg Close — Range —
Q4 2021
Shares 253,881 Value ($000) $28,897 Avg Close — Range —