Ropes Wealth Advisors LLC Schwab Strategic Tr Us Dividen Transaction History

Ropes Wealth Advisors LLC

  • $512 Million
  • Q3 2023

A detailed history of Ropes Wealth Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Ropes Wealth Advisors LLC holds 6,104 shares of SCHD stock, worth $165,296. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,104
Previous 4,043 50.98%
Holding current value
$165,296
Previous $293,000 47.1%
% of portfolio
0.08%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 19, 2023
BUY
$70.63 - $75.66 $145,568 - $155,935
2,061 Added 50.98%
6,104 $431,000
Q2 2023

Aug 07, 2023
BUY
$69.18 - $73.94 $15,012 - $16,044
217 Added 5.67%
4,043 $293,000
Q1 2023

May 08, 2023
SELL
$70.28 - $78.03 $19,678 - $21,848
-280 Reduced 6.82%
3,826 $279,000
Q4 2022

Feb 06, 2023
BUY
$67.16 - $79.06 $275,758 - $324,620
4,106 New
4,106 $310,000

Others Institutions Holding SCHD

# of Institutions
1,760
Shares Held
276M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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