Revisor Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History
Revisor Wealth Management LLC
- $277 Billion
- Q2 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 10,166 shares of SCHD stock, worth $273,262. This represents 0.1% of its overall portfolio holdings.
Number of Shares
10,166
Previous 18,142
43.96%
Holding current value
$273,262
Previous $507 Million
44.87%
% of portfolio
0.1%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
2,003Shares Held
897MCall Options Held
4.42MPut Options Held
2.23M-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.05 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.04 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$888 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$867 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$794 Million4.98% of portfolio