Position in SCHW
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$989,134
-$47,277 QoQ
Shares Held
10,720
-2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,218
of 2,304 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Revisor Wealth Management LLC holds $1,920,759 across 3 Capital Markets names. SCHW ranks #1 (51.5% of the industry book) .
All Filings in SCHW
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $989,134 | 10,720 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,036,411 | 11,028 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,097,211 | 10,982 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $531,958 | 5,572 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $524,994 | 5,754 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||