Revisor Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History
Revisor Wealth Management LLC
- $225 Billion
- Q1 2025
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 87,752 shares of SCHG stock, worth $2.23 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
87,752
Previous 58,774
49.3%
Holding current value
$2.23 Million
Previous $1.65 Billion
33.1%
% of portfolio
0.98%
Previous 1.52%
Shares
9 transactions
Others Institutions Holding SCHG
# of Institutions
1,491Shares Held
709MCall Options Held
296KPut Options Held
153K-
Envestnet Asset Management Inc48.3MShares$1.23 Billion0.4% of portfolio
-
Mather Group, Llc. Chicago, IL40.5MShares$1.03 Billion11.8% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.01 Billion2.34% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$970 Million1.41% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.1MShares$561 Million0.26% of portfolio