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 $4.62 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

188,634

Previous 191,007 1.24%

Holding current value

$4.62 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

1,500

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

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About SCHWAB STRATEGIC TR US LARGE-C

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