Winthrop Advisory Group LLC Schwab Strategic Tr Us Dividen Transaction History
Winthrop Advisory Group LLC
- $753 Million
- Q2 2024
A detailed history of Winthrop Advisory Group LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Winthrop Advisory Group LLC holds 125,818 shares of SCHD stock, worth $10.4 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
125,818
Previous 125,818
-0.0%
Holding current value
$10.4 Million
Previous $9.78 Million
-0.0%
% of portfolio
1.3%
Previous 1.3%
Shares
19 transactions
Others Institutions Holding SCHD
# of Institutions
1,658Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$925 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$841 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$767 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$739 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$684 Million4.66% of portfolio