Dechtman Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Dechtman Wealth Management, LLC
- $482 Million
- Q3 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 462,526 shares of SCHG stock, worth $13.4 Million. This represents 9.99% of its overall portfolio holdings.
Number of Shares
462,526
Previous 515,578
10.29%
Holding current value
$13.4 Million
Previous $52 Million
7.32%
% of portfolio
9.99%
Previous 11.62%
Shares
6 transactions
Others Institutions Holding SCHG
# of Institutions
1,314Shares Held
181MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$326 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$317 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$283 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$277 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$141 Million5.48% of portfolio