Revisor Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History
Revisor Wealth Management LLC
- $160 Billion
- Q3 2024
A detailed history of Revisor Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Revisor Wealth Management LLC holds 15,065 shares of SCHG stock, worth $429,653. This represents 0.98% of its overall portfolio holdings.
Number of Shares
15,065
Previous 15,652
3.75%
Holding current value
$429,653
Previous $1.58 Billion
0.56%
% of portfolio
0.98%
Previous 1.1%
Shares
7 transactions
Others Institutions Holding SCHG
# of Institutions
1,380Shares Held
1.91BCall Options Held
167KPut Options Held
96.6K-
Koshinski Asset Management, Inc.1.56BShares$44.6 Billion97.59% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.12 Billion14.24% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$321 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$312 Million0.38% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$273 Million1.33% of portfolio