Windsor Advisory Group, LLC Schwab Strategic Tr Us Dividen Transaction History

Windsor Advisory Group, LLC

  • $86 Billion
  • Q4 2024

A detailed history of Windsor Advisory Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Windsor Advisory Group, LLC holds 567 shares of SCHD stock, worth $15,637. This represents 0.02% of its overall portfolio holdings.

Number of Shares
567
Previous 1,584 64.2%
Holding current value
$15,637
Previous $134 Million 88.43%
% of portfolio
0.02%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$26.93 - $84.95 $27,387 - $86,394
-1,017 Reduced 64.2%
567 $15.5 Million
Q3 2024

Nov 14, 2024
BUY
$77.02 - $85.06 $107,442 - $118,658
1,395 Added 738.1%
1,584 $134 Million
Q4 2022

Jun 13, 2023
BUY
$67.16 - $79.06 $12,693 - $14,942
189 New
189 $14.3 Million

Others Institutions Holding SCHD

# of Institutions
1,952
Shares Held
848M
Call Options Held
4.82M
Put Options Held
2.73M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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