Dechtman Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Dechtman Wealth Management, LLC
- $447 Million
- Q2 2024
A detailed history of Dechtman Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Dechtman Wealth Management, LLC holds 17,987 shares of SCHD stock, worth $1.52 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
17,987
Previous 460,593
96.09%
Holding current value
$1.52 Million
Previous $37.1 Million
96.24%
% of portfolio
0.31%
Previous 8.67%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$945 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$860 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$784 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$756 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$699 Million4.66% of portfolio