Revolve Wealth Partners, LLC SCHF holdings history
SCHWAB INTL EQUITY ETF · CUSIP 808524805 · CIK 1808992
As of 2026-06-30, Revolve Wealth Partners, LLC reported 1.08M SCHF (shares), valued at $29.81M, or 3.10% of its reported non-derivative portfolio. Filed 2026-07-09.
Verify history & sources →Shares increased 2.48%; reported value increased 14.69%, and weight changed -0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 3.10% | 1,076,142 | SEC filing ↗Filed Jul 9, 2026 |
| Q1 2026 | 3.38% | 1,050,120 | SEC filing ↗Filed Apr 13, 2026 |
| Q4 2025 | 2.96% | 1,048,663 | SEC filing ↗Filed Jan 20, 2026 |
| Q3 2025 | 2.89% | 1,033,860 | SEC filing ↗Filed Oct 14, 2025 |
| Q2 2025 | 2.73% | 945,290 | SEC filing ↗Filed Jul 28, 2025 |
| Q1 2025 | 2.58% | 903,329 | SEC filing ↗Filed Apr 14, 2025 |
| Q4 2024 | 2.25% | 822,596 | SEC filing ↗Filed Mar 19, 2025Amended |
| Q3 2024 | 2.67% | 424,880 | SEC filing ↗Filed Oct 18, 2024 |
| Q2 2024 | 2.62% | 413,307 | SEC filing ↗Filed Jul 19, 2024 |
| Q1 2024 | 2.48% | 371,480 | SEC filing ↗Filed Apr 15, 2024 |
| Q4 2023 | 3.24% | 452,101 | SEC filing ↗Filed Jan 12, 2024 |
| Q3 2023 | 4.11% | 520,887 | SEC filing ↗Filed Oct 10, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 4.11% | 520,887 | $17.69M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 10, 2023 |
| Q4 2023 | 3.24% | 452,101 | $16.71M | Shares decreased 13.21%; reported value decreased 5.54%, and weight changed -0.87 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 12, 2024 |
| Q1 2024 | 2.48% | 371,480 | $14.50M | Shares decreased 17.83%; reported value decreased 13.25%, and weight changed -0.76 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2024 |
| Q2 2024 | 2.62% | 413,307 | $15.88M | Shares increased 11.26%; reported value increased 9.55%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 19, 2024 |
| Q3 2024 | 2.67% | 424,880 | $17.47M | Shares increased 2.80%; reported value increased 10.02%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 18, 2024 |
| Q4 2024 | 2.25% | 822,596 | $15.22M | Shares increased 93.61%; reported value decreased 12.90%, and weight changed -0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Mar 19, 2025 |
| Q1 2025 | 2.58% | 903,329 | $17.87M | Shares increased 9.81%; reported value increased 17.41%, and weight changed +0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 14, 2025 |
| Q2 2025 | 2.73% | 945,290 | $20.89M | Shares increased 4.65%; reported value increased 16.92%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 28, 2025 |
| Q3 2025 | 2.89% | 1,033,860 | $24.07M | Shares increased 9.37%; reported value increased 15.21%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 14, 2025 |
| Q4 2025 | 2.96% | 1,048,663 | $25.21M | Shares increased 1.43%; reported value increased 4.74%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 20, 2026 |
| Q1 2026 | 3.38% | 1,050,120 | $25.99M | Shares increased 0.14%; reported value increased 3.10%, and weight changed +0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 13, 2026 |
| Q2 2026 | 3.10% | 1,076,142 | $29.81M | Shares increased 2.48%; reported value increased 14.69%, and weight changed -0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2026 |
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