Revisor Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History
Revisor Wealth Management LLC
- $144 Billion
- Q2 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 15,652 shares of SCHG stock, worth $413,838. This represents 1.1% of its overall portfolio holdings.
Number of Shares
15,652
Previous 31,028
49.56%
Holding current value
$413,838
Previous $2.72 Billion
41.92%
% of portfolio
1.1%
Previous 1.23%
Shares
6 transactions
Others Institutions Holding SCHG
# of Institutions
1,277Shares Held
173MCall Options Held
87.6KPut Options Held
27.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$281 Million2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$264 Million0.36% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$258 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$241 Million1.33% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$119 Million14.61% of portfolio