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

Dechtman Wealth Management, LLC

$490 Million
Q4 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 2,290,663 shares of SCHG stock, worth $73.9 Million. This represents 13.03% of its overall portfolio holdings.

Number of Shares

2,290,663

Previous 462,526 395.25%

Holding current value

$73.9 Million

Previous $48.2 Million 32.49%

% of portfolio

13.03%

Previous 9.99%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$25.93 - $105.3 $47.4 Million - $193 Million	1,828,137 Added 395.25%	2,290,663 $63.8 Million
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

1,684

Shares Held

854M

Call Options Held

543K

Put Options Held

113K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
Sector ETFs
Industry ETFs

More about SCHG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Dechtman Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dechtman Wealth Management, LLC with notifications on news.

Account

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