Revisor Wealth Management LLC Schwab Us Aggregate Bond ETF Transaction History
Revisor Wealth Management LLC
- $221 Billion
- Q1 2024
A detailed history of Revisor Wealth Management LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Revisor Wealth Management LLC holds 44,646 shares of SCHZ stock, worth $2.05 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
44,646
Previous 4,692
851.53%
Holding current value
$2.05 Million
Previous $219 Million
845.31%
% of portfolio
0.93%
Previous 0.25%
Shares
5 transactions
Others Institutions Holding SCHZ
# of Institutions
604Shares Held
105MCall Options Held
600Put Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA32.2MShares$1.47 Billion0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY4.48MShares$205 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.59MShares$165 Million5.38% of portfolio
-
Capital Management Associates, Inc Minneapolis, MN3.45MShares$158 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.56MShares$117 Million0.03% of portfolio