Dechtman Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Dechtman Wealth Management, LLC
- $482 Million
- Q3 2024
A detailed history of Dechtman Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Dechtman Wealth Management, LLC holds 28,758 shares of SCHX stock, worth $672,937. This represents 0.4% of its overall portfolio holdings.
Number of Shares
28,758
Previous 28,579
0.63%
Holding current value
$672,937
Previous $1.84 Million
6.26%
% of portfolio
0.4%
Previous 0.41%
Shares
5 transactions
Others Institutions Holding SCHX
# of Institutions
1,353Shares Held
349MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$653 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$599 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$482 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$326 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$289 Million1.12% of portfolio