Del Sette Capital Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Del Sette Capital Management, LLC
- $121 Million
- Q4 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 13,929 shares of SCHD stock, worth $396,419. This represents 0.31% of its overall portfolio holdings.
Number of Shares
13,929
Previous 4,643
200.0%
Holding current value
$396,419
Previous $392,000
3.06%
% of portfolio
0.31%
Previous 0.32%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,945Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.41 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.03 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$810 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$763 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$740 Million4.56% of portfolio