Del Sette Capital Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Del Sette Capital Management, LLC
- $122 Million
- Q3 2024
A detailed history of Del Sette Capital Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Del Sette Capital Management, LLC holds 4,643 shares of SCHD stock, worth $132,929. This represents 0.32% of its overall portfolio holdings.
Number of Shares
4,643
Previous 4,567
1.66%
Holding current value
$132,929
Previous $355,000
10.42%
% of portfolio
0.32%
Previous 0.31%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,751Shares Held
275MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$330 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$264 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$256 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$243 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$212 Million0.05% of portfolio