Dechtman Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Dechtman Wealth Management, LLC
- $482 Million
- Q3 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 18,341 shares of SCHD stock, worth $510,430. This represents 0.32% of its overall portfolio holdings.
Number of Shares
18,341
Previous 17,987
1.97%
Holding current value
$510,430
Previous $1.4 Million
10.87%
% of portfolio
0.32%
Previous 0.31%
Shares
6 transactions
Others Institutions Holding SCHD
# of Institutions
1,822Shares Held
430MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$746 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$321 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$308 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$257 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$237 Million4.81% of portfolio