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 $165,845. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,104
Previous 4,043 50.98%
Holding current value
$165,845
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
2,000
Shares Held
918M
Call Options Held
4.42M
Put Options Held
2.23M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Ropes Wealth Advisors LLC Portfolio

Follow Ropes Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ropes Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ropes Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email