SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

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

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

Q4 2025
Shares 789,604 Value ($000) $18,453 Avg Close — Range —
Q3 2025
Shares 753,124 Value ($000) $17,676 Avg Close — Range —
Q2 2025
Shares 724,791 Value ($000) $16,844 Avg Close — Range —
Q1 2025
Shares 742,926 Value ($000) $17,206 Avg Close — Range —
Q4 2024
Shares 735,257 Value ($000) $16,690 Avg Close — Range —
Q3 2024
Shares 342,877 Value ($000) $16,294 Avg Close — Range —
Q2 2024
Shares 313,480 Value ($000) $14,288 Avg Close — Range —
Q1 2024
Shares 281,529 Value ($000) $12,950 Avg Close — Range —
Q4 2023
Shares 271,706 Value ($000) $12,667 Avg Close — Range —
Q3 2023
Shares 242,936 Value ($000) $10,745 Avg Close — Range —
Q2 2023
Shares 213,754 Value ($000) $9,867 Avg Close — Range —
Q1 2023
Shares 191,379 Value ($000) $8,978 Avg Close — Range —
Q4 2022
Shares 174,543 Value ($000) $7,968 Avg Close — Range —
Q3 2022
Shares 130,799 Value ($000) $5,927 Avg Close — Range —
Q2 2022
Shares 125,151 Value ($000) $5,991 Avg Close — Range —
Q1 2022
Shares 115,412 Value ($000) $5,836 Avg Close — Range —
Q4 2021
Shares 108,775 Value ($000) $5,863 Avg Close — Range —