Revisor Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History
Revisor Wealth Management LLC
- $144 Billion
- Q2 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 5,183 shares of SCHX stock, worth $121,230. This represents 0.23% of its overall portfolio holdings.
Number of Shares
5,183
Previous 6,086
14.84%
Holding current value
$121,230
Previous $366 Million
9.11%
% of portfolio
0.23%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,335Shares Held
461MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$3.49 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$653 Million1.88% of portfolio
-
Us Bancorp \De\20.6MShares$482 Million1.81% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$293 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$248 Million25.33% of portfolio