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 $533,723. This represents 0.32% of its overall portfolio holdings.
Number of Shares
18,341
Previous 17,987
1.97%
Holding current value
$533,723
Previous $1.4 Million
10.87%
% of portfolio
0.32%
Previous 0.31%
Shares
6 transactions
Others Institutions Holding SCHD
# of Institutions
1,708Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$325 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$296 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$270 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$260 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$241 Million4.66% of portfolio