Dechtman Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Dechtman Wealth Management, LLC

  • $428 Million
  • Q1 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 460,593 shares of SCHD stock, worth $35.5 Million. This represents 8.67% of its overall portfolio holdings.

Number of Shares
460,593
Previous 559,592 17.69%
Holding current value
$35.5 Million
Previous $42.6 Million 12.83%
% of portfolio
8.67%
Previous 11.2%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
SELL
$75.25 - $80.63 $7.45 Million - $7.98 Million
-98,999 Reduced 17.69%
460,593 $37.1 Million
Q4 2023

Jan 19, 2024
SELL
$66.9 - $76.32 $29.3 Million - $33.4 Million
-437,716 Reduced 43.89%
559,592 $42.6 Million
Q3 2023

Oct 16, 2023
SELL
$70.63 - $75.66 $6.52 Million - $6.99 Million
-92,375 Reduced 8.48%
997,308 $70.6 Million
Q2 2023

Sep 08, 2023
BUY
$69.18 - $73.94 $75.4 Million - $80.6 Million
1,089,683 New
1,089,683 $79.1 Billion

Others Institutions Holding SCHD

# of Institutions
1,642
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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