Wintrust Investments LLC Schwab Strategic Tr Us Dividen Transaction History

Wintrust Investments LLC

  • $123 Million
  • Q3 2024

A detailed history of Wintrust Investments LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wintrust Investments LLC holds 4,370 shares of SCHD stock, worth $118,339. This represents 0.3% of its overall portfolio holdings.

Number of Shares
4,370
Previous 43,932 90.05%
Holding current value
$118,339
Previous $3.42 Million 89.2%
% of portfolio
0.3%
Previous 0.31%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$77.02 - $85.06 $3.05 Million - $3.37 Million
-39,562 Reduced 90.05%
4,370 $369,000
Q2 2024

Aug 13, 2024
BUY
$75.81 - $80.15 $353,956 - $374,220
4,669 Added 11.89%
43,932 $3.42 Million
Q1 2024

May 09, 2024
BUY
$75.25 - $80.63 $187,824 - $201,252
2,496 Added 6.79%
39,263 $3.17 Million
Q4 2023

Feb 12, 2024
SELL
$66.9 - $76.32 $8,429 - $9,616
-126 Reduced 0.34%
36,767 $2.8 Million
Q3 2023

Nov 13, 2023
BUY
$70.63 - $75.66 $149,453 - $160,096
2,116 Added 6.08%
36,893 $2.61 Million
Q2 2023

Aug 10, 2023
BUY
$69.18 - $73.94 $242,060 - $258,716
3,499 Added 11.19%
34,777 $2.53 Million
Q1 2023

May 09, 2023
BUY
$70.28 - $78.03 $1.97 Million - $2.19 Million
28,060 Added 871.97%
31,278 $2.29 Million
Q4 2022

Feb 13, 2023
BUY
$67.16 - $79.06 $216,120 - $254,415
3,218 New
3,218 $243,000
Q1 2018

May 03, 2018
SELL
N/A
-26,017 Closed
0 $0
Q4 2017

Feb 13, 2018
BUY
N/A
7,699 Added 42.03%
26,017 $1.33 Million
Q3 2017

Nov 07, 2017
BUY
N/A
18,318
18,318 $857,000

Others Institutions Holding SCHD

# of Institutions
1,760
Shares Held
276M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Wintrust Investments LLC Portfolio

Follow Wintrust Investments LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Wintrust Investments LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email