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Salvus Wealth Management, LLC: SCHW position timeline

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

Salvus Wealth Management, LLC held 67,597 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,597 shares
    Change vs previous 13F -4,084 shares

    3.49% of the 13F portfolio, value $6,237,175.

    13F-HR 0001809236-26-000005 filed by Salvus 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 71,681 shares
    Change vs previous 13F -1,360 shares

    3.92% of the 13F portfolio, value $6,736,580.

    13F-HR 0001809236-26-000003 filed by Salvus 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 73,041 shares
    Change vs previous 13F +692 shares

    4.08% of the 13F portfolio, value $7,297,526.

    13F-HR 0001809236-26-000001 filed by Salvus 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 72,349 shares
    Change vs previous 13F -958 shares

    3.86% of the 13F portfolio, value $6,907,159.

    13F-HR 0001085146-25-005932 filed by Salvus 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 73,307 shares
    Change vs previous 13F -1,491 shares

    3.9% of the 13F portfolio, value $6,688,531.

    13F-HR 0001085146-25-003795 filed by Salvus 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 74,798 shares
    Change vs previous 13F +365 shares

    3.67% of the 13F portfolio, value $5,855,187.

    13F-HR 0001085146-25-002015 filed by Salvus 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 74,433 shares
    Change vs previous 13F -385 shares

    3.51% of the 13F portfolio, value $5,508,786.

    13F-HR 0001085146-25-000218 filed by Salvus 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 74,818 shares
    Change vs previous 13F not available

    2.98% of the 13F portfolio, value $4,848,955.

    13F-HR 0001085146-24-004680 filed by Salvus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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