SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

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

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

Q4 2025
Shares 451,937 Value ($000) $14,742 Avg Close Range
Q3 2025
Shares 448,374 Value ($000) $14,308 Avg Close Range
Q2 2025
Shares 450,756 Value ($000) $13,167 Avg Close Range
Q1 2025
Shares 489,573 Value ($000) $12,259 Avg Close Range
Q4 2024
Shares 481,364 Value ($000) $13,416 Avg Close Range
Q3 2024
Shares 121,935 Value ($000) $12,703 Avg Close Range
Q2 2024
Shares 118,978 Value ($000) $11,998 Avg Close Range
Q1 2024
Shares 119,012 Value ($000) $11,035 Avg Close Range
Q4 2023
Shares 118,395 Value ($000) $9,822 Avg Close Range
Q3 2023
Shares 117,790 Value ($000) $8,566 Avg Close Range
Q2 2023
Shares 126,800 Value ($000) $9,504 Avg Close Range
Q1 2023
Shares 236,239 Value ($000) $15,396 Avg Close Range
Q4 2022
Shares 390,502 Value ($000) $21,696 Avg Close Range
Q3 2022
Shares 389,268 Value ($000) $21,725 Avg Close Range
Q2 2022
Shares 356,745 Value ($000) $20,688 Avg Close Range
Q1 2022
Shares 329,135 Value ($000) $24,626 Avg Close Range
Q4 2021
Shares 107,945 Value ($000) $17,676 Avg Close Range