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Disclosery

Revisor Wealth Management LLC: SCHZ position timeline

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

Revisor Wealth Management LLC held 726,046 SCHZ 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 726,046 shares
    Change vs previous 13F -71,180 shares

    4.04% of the 13F portfolio, value $16,793,444.

    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 797,226 shares
    Change vs previous 13F +56,943 shares

    5.11% of the 13F portfolio, value $18,511,598.

    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 740,283 shares
    Change vs previous 13F +45,769 shares

    4.64% of the 13F portfolio, value $17,320,709.

    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 694,514 shares
    Change vs previous 13F +26,471 shares

    5.61% of the 13F portfolio, value $16,265,525.

    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).

  5. period ended2025-06-30
    13F 668,043 shares
    Change vs previous 13F +124,001 shares

    5.56% of the 13F portfolio, value $15,411,762.

    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 544,042 shares
    Change vs previous 13F +230,044 shares

    5.6% of the 13F portfolio, value $12,600,009.

    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 313,998 shares
    Change vs previous 13F +277,857 shares

    6.57% of the 13F portfolio, value $7,126,545.

    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).

  8. period ended2024-09-30
    13F 36,141 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $1,717,420.

    13F-HR 0001754960-24-000554 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).