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Revisor Wealth Management LLC → SCHW-PJ
Revisor Wealth Management LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
42
Latest value
$2.5M
Q3 2026
Peak value
$18.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.1M |
| Q4 2025 | $1.5M |
| Q4 2025 | $3.4M |
| Q4 2025 | $214K |
| Q4 2025 | $265K |
| Q4 2025 | $1.2M |
| Q4 2025 | $2.9M |
| Q4 2025 | $17.3M |
| Q4 2025 | $327K |
| Q4 2025 | $3.2M |
| Q1 2026 | $1M |
| Q1 2026 | $1.4M |
| Q1 2026 | $3.2M |
| Q1 2026 | $219K |
| Q1 2026 | $248K |
| Q1 2026 | $1.3M |
| Q1 2026 | $2.8M |
| Q1 2026 | $18.5M |
| Q1 2026 | $304K |
| Q1 2026 | $2.7M |
| Q2 2026 | $989K |
| Q2 2026 | $1.8M |
| Q2 2026 | $3.8M |
| Q2 2026 | $261K |
| Q2 2026 | $308K |
| Q2 2026 | $914K |
| Q2 2026 | $1.3M |
| Q2 2026 | $3.2M |
| Q2 2026 | $16.8M |
| Q2 2026 | $310K |
| Q2 2026 | $2.6M |
| Q3 2026 | $1.2M |
| Q3 2026 | $1.9M |
| Q3 2026 | $3.8M |
| Q3 2026 | $241K |
| Q3 2026 | $347K |
| Q3 2026 | $913K |
| Q3 2026 | $1.3M |
| Q3 2026 | $3.1M |
| Q3 2026 | $16.6M |
| Q3 2026 | $317K |
| Q3 2026 | $2.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.5M | 100.0K | — | — |
| Q3 2026 | $317K | 13.2K | — | — |
| Q3 2026 | $16.6M | 744.0K | — | — |
| Q3 2026 | $3.1M | 112.5K | — | — |
| Q3 2026 | $1.3M | 39.6K | — | — |
| Q3 2026 | $913K | 17.0K | — | — |
| Q3 2026 | $347K | 10.8K | — | — |
| Q3 2026 | $241K | 7.1K | — | — |
| Q3 2026 | $3.8M | 106.7K | — | — |
| Q3 2026 | $1.9M | 62.4K | — | — |
| Q3 2026 | $1.2M | 12.2K | — | — |
| Q2 2026 | $2.6M | 97.5K | — | — |
| Q2 2026 | $310K | 12.8K | — | — |
| Q2 2026 | $16.8M | 726.0K | — | — |
| Q2 2026 | $3.2M | 115.9K | — | — |
| Q2 2026 | $1.3M | 42.5K | — | — |
| Q2 2026 | $914K | 17.3K | — | — |
| Q2 2026 | $308K | 8.5K | — | — |
| Q2 2026 | $261K | 7.1K | — | — |
| Q2 2026 | $3.8M | 112.5K | — | — |
| Q2 2026 | $1.8M | 62.1K | — | — |
| Q2 2026 | $989K | 10.7K | — | — |
| Q1 2026 | $2.7M | 101.0K | — | — |
| Q1 2026 | $304K | 12.5K | — | — |
| Q1 2026 | $18.5M | 797.2K | — | — |
| Q1 2026 | $2.8M | 114.5K | — | — |
| Q1 2026 | $1.3M | 42.5K | — | — |
| Q1 2026 | $248K | 8.5K | — | — |
| Q1 2026 | $219K | 7.1K | — | — |
| Q1 2026 | $3.2M | 108.8K | — | — |
| Q1 2026 | $1.4M | 54.7K | — | — |
| Q1 2026 | $1M | 11.0K | — | — |
| Q4 2025 | $3.2M | 120.5K | — | — |
| Q4 2025 | $327K | 13.4K | — | — |
| Q4 2025 | $17.3M | 740.3K | — | — |
| Q4 2025 | $2.9M | 116.6K | — | — |
| Q4 2025 | $1.2M | 43.3K | — | — |
| Q4 2025 | $265K | 8.5K | — | — |
| Q4 2025 | $214K | 6.6K | — | — |
| Q4 2025 | $3.4M | 106.9K | — | — |
| Q4 2025 | $1.5M | 54.3K | — | — |
| Q4 2025 | $1.1M | 11.0K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B