Revisor Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History
Revisor Wealth Management LLC
- $225 Billion
- Q1 2025
A detailed history of Revisor Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Revisor Wealth Management LLC holds 18,142 shares of SCHD stock, worth $468,426. This represents 0.23% of its overall portfolio holdings.
Number of Shares
18,142
Previous 17,467
3.86%
Holding current value
$468,426
Previous $477 Million
6.3%
% of portfolio
0.23%
Previous 0.44%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,974Shares Held
839MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.28 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$938 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$735 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.26MShares$671 Million4.56% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$560 Million0.22% of portfolio