Winthrop Advisory Group LLC Schwab Strategic Tr Us Large C Transaction History

Winthrop Advisory Group LLC

$828 Million
Q1 2025

A detailed history of Winthrop Advisory Group LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Winthrop Advisory Group LLC holds 188,634 shares of SCHX stock, worth $4.14 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

188,634

Previous 191,007 1.24%

Holding current value

$4.14 Million

Previous $4.43 Million 6.44%

% of portfolio

0.5%

Previous 0.49%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	SELL	$21.75 - $24.28 $51,612 - $57,616	-2,373 Reduced 1.24%	188,634 $4.14 Million
Q4 2024 Jan 13, 2025	BUY	$22.4 - $68.28 $2.84 Million - $8.66 Million	126,891 Added 197.91%	191,007 $4.43 Million
Q3 2024 Oct 31, 2024	SELL	$61.11 - $67.85 $55,915 - $62,082	-915 Reduced 1.41%	64,116 $4.35 Million
Q2 2024 Jul 18, 2024	SELL	$58.7 - $64.78 $49,777 - $54,933	-848 Reduced 1.29%	65,031 $4.18 Million
Q1 2024 Apr 17, 2024	SELL	$55.41 - $62.08 $180,082 - $201,760	-3,250 Reduced 4.7%	65,879 $4.09 Million
Q4 2023 Jan 10, 2024	SELL	$48.47 - $56.6 $30,681 - $35,827	-633 Reduced 0.91%	69,129 $3.9 Million
Q3 2023 Nov 03, 2023	SELL	$50.36 - $54.21 $29,158 - $31,387	-579 Reduced 0.82%	69,762 $3.53 Million
Q2 2023 Aug 02, 2023	SELL	$47.67 - $52.37 $88,856 - $97,617	-1,864 Reduced 2.58%	70,341 $3.68 Million
Q1 2023 Apr 17, 2023	BUY	$44.78 - $49.41 $62,871 - $69,371	1,404 Added 1.98%	72,205 $3.49 Million
Q4 2022 Aug 03, 2023	BUY	$42.25 - $48.16 $19,435 - $22,153	460 Added 0.65%	70,801 $3.2 Million
Q4 2022 Jan 18, 2023	BUY	$42.25 - $48.16 $698,688 - $796,421	16,537 Added 30.48%	70,801 $3.2 Million
Q3 2022 Nov 04, 2022	BUY	$42.35 - $51.01 $2.3 Million - $2.77 Million	54,264 New	54,264 $2.3 Million

Others Institutions Holding SCHX

# of Institutions

1,477

Shares Held

1.09B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Winthrop Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Winthrop Advisory Group LLC with notifications on news.

Account

Winthrop Advisory Group LLC Schwab Strategic Tr Us Large C Transaction History