Revisor Wealth Management LLC SCMB β€” SCHWAB STRATEGIC TR

Ownership history in Revisor Wealth Management LLC  Β·  3 quarters on record

AI Ownership Summary

Revisor Wealth Management LLC reported SCHWAB STRATEGIC TR (SCMB) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.12% in 2026 Q1. The latest visible filing shows SCMB at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SCMB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Revisor Wealth Management LLC's position in SCHWAB STRATEGIC TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SCMB was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Revisor Wealth Management LLC held SCMB β€” position size vs. price
% of Fund (quarterly)    SCMB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED β€” β€” β€” 14,120 -2,320 -14.1% 0.09% $365K 2026-07-22 $25.43
2026 Q1 REDUCED β€” β€” β€” 16,440 -114 -0.7% 0.12% $419K 2026-04-27 $25.54
2025 Q4 INITIATED β€” β€” β€” 16,554 β€” β€” 0.11% $428K 2026-01-27 $25.43

FAQ About Revisor Wealth Management LLC and SCMB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Revisor Wealth Management LLC reported owning SCMB?

Revisor Wealth Management LLC reported SCMB across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported SCMB position in Revisor Wealth Management LLC's portfolio?

The largest reported portfolio weight for SCMB was 0.12% in 2026 Q1.

What is the latest reported SCMB position on this page?

The most recent filing on this page is 2026 Q2, when Revisor Wealth Management LLC reported 14,120 shares, equal to 0.09% of portfolio, with an estimated market value of $365K.

What does the chart on this SCMB ownership page compare?

The chart compares Revisor Wealth Management LLC's quarterly SCMB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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