Decision Point Financial, LLC Schwab Strategic Tr Us Dividen Transaction History

Decision Point Financial, LLC

$315 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Sep 26, 2023	SELL	$70.28 - $78.03 $70 - $78	-1 Closed	0 $0
Q4 2022 Sep 26, 2023	BUY	$67.16 - $79.06 $67 - $79	1 New	1 $76,000

Others Institutions Holding SCHD

# of Institutions

1,705

Shares Held

278M

Call Options Held

1.52M

Put Options Held

741K

Lpl Financial LLC Fort Mill, SC

11.2M
Shares

$317 Million
0.44% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

10.2M
Shares

$289 Million
0.15% of portfolio
Morgan Stanley New York, NY

9.27M
Shares

$263 Million
0.06% of portfolio
Sumitomo Life Insurance CO

8.94M
Shares

$254 Million
14.86% of portfolio
Avantax Advisory Services, Inc.

8.27M
Shares

$235 Million
4.66% of portfolio

About SCHWAB STRATEGIC TR US DIVIDEN

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