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

Winthrop Advisory Group LLC

  • $912 Million
  • Q4 2024

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 191,007 shares of SCHX stock, worth $4.62 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
191,007
Previous 64,116 197.91%
Holding current value
$4.62 Million
Previous $4.35 Million 1.77%
% of portfolio
0.49%
Previous 0.53%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,464
Shares Held
1.06B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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