Revisor Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History
Revisor Wealth Management LLC
- $160 Billion
- Q3 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 5,621 shares of SCHX stock, worth $132,936. This represents 0.24% of its overall portfolio holdings.
Number of Shares
5,621
Previous 5,183
8.45%
Holding current value
$132,936
Previous $333 Million
14.53%
% of portfolio
0.24%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,351Shares Held
348MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$660 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$606 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$487 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$329 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$292 Million1.12% of portfolio