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Disclosery

Revisor Wealth Management LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Revisor Wealth Management LLC on SCHD, newest first. How the timeline and the estimate are built.

Revisor Wealth Management LLC held 42,526 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,526 shares
    Change vs previous 13F +24 shares

    0.32% of the 13F portfolio, value $1,348,503.

    13F-HR 0001754960-26-000579 filed by Revisor Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 42,502 shares
    Change vs previous 13F -798 shares

    0.36% of the 13F portfolio, value $1,303,963.

    13F-HR 0001754960-26-000321 filed by Revisor Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 43,300 shares
    Change vs previous 13F +43,300 shares

    0.33% of the 13F portfolio, value $1,230,992.

    13F-HR 0001754960-26-000125 filed by Revisor Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -10,166 shares

    13F-HR 0001754960-25-000658 filed by Revisor Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 10,166 shares
    Change vs previous 13F -7,976 shares

    0.1% of the 13F portfolio, value $279,655.

    13F-HR 0001754960-25-000376 filed by Revisor Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 18,142 shares
    Change vs previous 13F +675 shares

    0.23% of the 13F portfolio, value $507,264.

    13F-HR 0001754960-25-000257 filed by Revisor Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 17,467 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $477,207.

    13F-HR 0001754960-25-000149 filed by Revisor Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).