SCHWAB STRATEGIC TR

Ticker: SCHM CUSIP: 808524508 Class: US MID-CAP ETF

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

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

Q4 2025
Shares 106,531 Value ($000) $3,203 Avg Close Range
Q3 2025
Shares 107,906 Value ($000) $3,198 Avg Close Range
Q2 2025
Shares 108,164 Value ($000) $3,034 Avg Close Range
Q1 2025
Shares 110,817 Value ($000) $2,903 Avg Close Range
Q4 2024
Shares 115,000 Value ($000) $3,187 Avg Close Range
Q3 2024
Shares 39,059 Value ($000) $3,245 Avg Close Range
Q2 2024
Shares 39,834 Value ($000) $3,100 Avg Close Range
Q1 2024
Shares 40,248 Value ($000) $3,277 Avg Close Range
Q4 2023
Shares 41,312 Value ($000) $3,112 Avg Close Range
Q3 2023
Shares 43,442 Value ($000) $2,940 Avg Close Range
Q2 2023
Shares 57,796 Value ($000) $4,105 Avg Close Range
Q1 2023
Shares 119,539 Value ($000) $8,111 Avg Close Range
Q4 2022
Shares 175,203 Value ($000) $11,495 Avg Close Range
Q3 2022
Shares 169,898 Value ($000) $10,284 Avg Close Range
Q2 2022
Shares 170,766 Value ($000) $10,712 Avg Close Range
Q1 2022
Shares 175,971 Value ($000) $13,349 Avg Close Range
Q4 2021
Shares 158,054 Value ($000) $12,712 Avg Close Range