Dechtman Wealth Management, LLC Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Dechtman Wealth Management, LLC holds 462,526 shares of SCHG stock, worth $13.2 Million. This represents 9.99% of its overall portfolio holdings.

Number of Shares

462,526

Previous 515,578 10.29%

Holding current value

$13.2 Million

Previous $52 Million 7.32%

% of portfolio

9.99%

Previous 11.62%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$92.63 - $105.69 $4.91 Million - $5.61 Million	-53,052 Reduced 10.29%	462,526 $48.2 Million
Q2 2024 Jul 29, 2024	BUY	$87.04 - $101.61 $721,561 - $842,346	8,290 Added 1.63%	515,578 $52 Million
Q1 2024 Apr 23, 2024	BUY	$80.6 - $93.32 $2.79 Million - $3.23 Million	34,640 Added 7.33%	507,288 $47 Million
Q4 2023 Jan 19, 2024	BUY	$70.08 - $83.37 $5.62 Million - $6.68 Million	80,183 Added 20.43%	472,648 $39.2 Million
Q3 2023 Oct 16, 2023	BUY	$71.99 - $78.02 $5.32 Million - $5.76 Million	73,882 Added 23.19%	392,465 $28.5 Million
Q2 2023 Sep 08, 2023	BUY	$63.6 - $74.95 $20.3 Million - $23.9 Million	318,583 New	318,583 $23.9 Billion

Others Institutions Holding SCHG

# of Institutions

1,314

Shares Held

181M

Call Options Held

140K

Put Options Held

91.5K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Dechtman Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History