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Disclosery

RVW Wealth, LLC: SCHD position timeline

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

RVW Wealth, LLC held 134,272 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 134,272 shares
    Change vs previous 13F -1,834 shares

    0.28% of the 13F portfolio, value $4,367,868.

    13F-HR 0001756543-26-000005 filed by RVW Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 136,106 shares
    Change vs previous 13F +11,758 shares

    0.28% of the 13F portfolio, value $4,315,921.

    13F-HR 0001756543-26-000003 filed by RVW Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 124,348 shares
    Change vs previous 13F -18,121 shares

    0.3% of the 13F portfolio, value $3,814,997.

    13F-HR 0001756543-26-000002 filed by RVW Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 142,469 shares
    Change vs previous 13F -12,770 shares

    0.3% of the 13F portfolio, value $3,907,925.

    13F-HR 0001756543-26-000001 filed by RVW Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 155,239 shares
    Change vs previous 13F -7,816 shares

    0.33% of the 13F portfolio, value $4,238,032.

    13F-HR 0001756543-25-000009 filed by RVW Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 163,055 shares
    Change vs previous 13F -25,438 shares

    0.37% of the 13F portfolio, value $4,320,945.

    13F-HR 0001756543-25-000007 filed by RVW Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 188,493 shares
    Change vs previous 13F -467,273 shares

    0.5% of the 13F portfolio, value $5,270,258.

    13F-HR 0001756543-25-000006 filed by RVW Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 655,766 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $17,915,533.

    13F-HR 0001756543-25-000001 filed by RVW Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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