Dechtman Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Dechtman Wealth Management, LLC
- $490 Million
- Q4 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 55,540 shares of SCHD stock, worth $1.51 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
55,540
Previous 18,341
202.82%
Holding current value
$1.51 Million
Previous $1.55 Million
2.13%
% of portfolio
0.31%
Previous 0.32%
Shares
7 transactions
Others Institutions Holding SCHD
# of Institutions
2,057Shares Held
872MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio