Dechtman Wealth Management, LLC Schwab Strategic Tr Us Small 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 Small C stock. As of the latest transaction made, Dechtman Wealth Management, LLC holds 11,349 shares of SCHA stock, worth $305,515. This represents 0.12% of its overall portfolio holdings.
Number of Shares
11,349
Previous 11,272
0.68%
Holding current value
$305,515
Previous $534,000
9.36%
% of portfolio
0.12%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding SCHA
# of Institutions
1,144Shares Held
146MCall Options Held
55.6KPut Options Held
7.8K-
Bank Of America Corp Charlotte, NC22.1MShares$596 Million0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$331 Million2.15% of portfolio
-
Personal Capital Advisors Corp10.5MShares$283 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.32MShares$197 Million0.5% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.99MShares$80.6 Million0.34% of portfolio