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 $129,957. This represents 0.32% of its overall portfolio holdings.
Number of Shares
4,643
Previous 4,567
1.66%
Holding current value
$129,957
Previous $355,000
10.42%
% of portfolio
0.32%
Previous 0.31%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,784Shares Held
333MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$323 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$310 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$258 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$250 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$238 Million4.81% of portfolio