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Schwab U S Broad Market ETF shares owned by Revolve Wealth Partners

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Revolve Wealth Partners from 13F filings

Historical chart of Revolve Wealth Partners investment in Schwab U S Broad Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market ETF held by Revolve Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Broad Market ETF by Revolve Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $442k 7.2k 61.05
2023-12-31 $404k 7.3k 55.67
2023-09-30 $366k 7.3k 49.85
2023-06-30 $388k 7.5k 51.70
2023-03-31 $355k 7.4k 47.85
2022-12-31 $369k 8.2k 44.81
2022-09-30 $328k 7.8k 42.01
2022-06-30 $355k 8.0k 44.24
2022-03-31 $384k 7.2k 53.43
2021-12-31 $398k 3.5k 113.10