Dechtman Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Dechtman Wealth Management, LLC
- $490 Million
- Q4 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 86,557 shares of SCHX stock, worth $2.3 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
86,557
Previous 28,758
200.98%
Holding current value
$2.3 Million
Previous $1.95 Million
2.82%
% of portfolio
0.41%
Previous 0.4%
Shares
6 transactions
Others Institutions Holding SCHX
# of Institutions
1,630Shares Held
1.14BCall Options Held
64.2KPut Options Held
12K-
Us Bancorp \De\206MShares$5.46 Billion6.54% of portfolio
-
Creative Planning Overland Park, KS80.7MShares$2.14 Billion1.65% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO34.8MShares$923 Million7.45% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA34MShares$903 Million29.65% of portfolio
-
Sei Investments CO Oaks, PA31.4MShares$833 Million0.92% of portfolio