Revisor Wealth Management LLC Schwab Us Aggregate Bond ETF Transaction History
Revisor Wealth Management LLC
- $144 Billion
- Q2 2024
A detailed history of Revisor Wealth Management LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Revisor Wealth Management LLC holds 22,330 shares of SCHZ stock, worth $1.05 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
22,330
Previous 44,646
49.98%
Holding current value
$1.05 Million
Previous $2.07 Billion
50.78%
% of portfolio
0.71%
Previous 0.93%
Shares
6 transactions
Others Institutions Holding SCHZ
# of Institutions
625Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.58 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$264 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$159 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$126 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$121 Million16.7% of portfolio