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
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024
SELL
$75.81 - $80.15 $34,720 - $36,708
-458 Reduced 0.36%
125,818 $9.78 Million
Q1 2024

Apr 17, 2024
SELL
$75.25 - $80.63 $257,204 - $275,593
-3,418 Reduced 2.64%
126,276 $10.2 Million
Q4 2023

Jan 10, 2024
SELL
$66.9 - $76.32 $74,459 - $84,944
-1,113 Reduced 0.85%
129,694 $9.87 Million
Q3 2023

Nov 03, 2023
SELL
$70.63 - $75.66 $89,205 - $95,558
-1,263 Reduced 0.96%
130,807 $9.26 Million
Q2 2023

Aug 02, 2023
SELL
$69.18 - $73.94 $31,822 - $34,012
-460 Reduced 0.35%
132,070 $9.59 Million
Q1 2023

Apr 17, 2023
SELL
$70.28 - $78.03 $59,597 - $66,169
-848 Reduced 0.64%
132,530 $9.7 Million
Q4 2022

Aug 03, 2023
BUY
$73.08 - $79.06 $95,588 - $103,410
1,308 Added 0.99%
133,378 $10.1 Million
Q4 2022

Jan 18, 2023
BUY
$73.08 - $79.06 $76,222 - $82,459
1,043 Added 0.79%
133,378 $10.1 Million
Q3 2022

Nov 04, 2022
SELL
N/A
-2,692 Reduced 1.99%
132,335 $8.79 Million
Q2 2022

Jul 21, 2022
BUY
N/A
334 Added 0.25%
135,027 $9.67 Million
Q1 2022

Apr 13, 2022
SELL
N/A
-3,378 Reduced 2.45%
134,693 $10.6 Million
Q4 2021

Jan 12, 2022
BUY
N/A
538 Added 0.39%
138,071 $11.2 Million
Q3 2021

Oct 14, 2021
SELL
N/A
-488 Reduced 0.35%
137,533 $10.2 Million
Q2 2021

Jul 14, 2021
BUY
N/A
204 Added 0.15%
138,021 $10.4 Million
Q1 2021

Apr 23, 2021
SELL
N/A
-285 Reduced 0.21%
137,817 $10.1 Million
Q4 2020

Jan 25, 2021
BUY
N/A
157 Added 0.11%
138,102 $8.86 Million
Q3 2020

Oct 20, 2020
SELL
N/A
-9,620 Reduced 6.52%
137,945 $7.65 Million
Q2 2020

Jul 17, 2020
BUY
N/A
3,640 Added 2.53%
147,565 $7.56 Million
Q1 2020

Apr 17, 2020
BUY
N/A
143,925 New
143,925 $6.47 Million

Others Institutions Holding SCHD

# of Institutions
1,658
Shares Held
273M
Call Options Held
1.52M
Put Options Held
741K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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