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Disclosery

RVW Wealth, LLC: SCHW position timeline

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

RVW Wealth, LLC held 2,048 SCHW 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 2,048 shares
    Change vs previous 13F +2,048 shares

    0.01% of the 13F portfolio, value $200,172.

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

  2. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -4,514 shares

    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).

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

  3. period ended2025-12-31
    13F 4,514 shares
    Change vs previous 13F +30 shares

    0.03% of the 13F portfolio, value $450,956.

    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).

  4. period ended2025-09-30
    13F 4,484 shares
    Change vs previous 13F -23 shares

    0.03% of the 13F portfolio, value $428,051.

    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).

  5. period ended2025-06-30
    13F 4,507 shares
    Change vs previous 13F -22 shares

    0.03% of the 13F portfolio, value $411,257.

    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).

  6. period ended2025-03-31
    13F 4,529 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $354,530.

    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).