Winthrop Capital Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Winthrop Capital Management, LLC

  • $413 Million
  • Q3 2025

A detailed history of Winthrop Capital Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Winthrop Capital Management, LLC holds 483,039 shares of SCHD stock, worth $13.2 Million. This represents 3.19% of its overall portfolio holdings.

Number of Shares
483,039
Previous 474,307 1.84%
Holding current value
$13.2 Million
Previous $12.6 Million 4.92%
% of portfolio
3.19%
Previous 3.18%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$26.38 - $27.95 $230,350 - $244,059
8,732 Added 1.84%
483,039 $13.2 Million
Q2 2025

Aug 07, 2025
SELL
$24.32 - $27.87 $624,561 - $715,729
-25,681 Reduced 5.14%
474,307 $12.6 Million
Q1 2025

May 06, 2025
SELL
$27.01 - $28.54 $189,556 - $200,293
-7,018 Reduced 1.38%
499,988 $14 Million
Q4 2024

Feb 13, 2025
BUY
$26.93 - $84.95 $13.7 Million - $43.1 Million
507,006 New
507,006 $13.8 Million
Q4 2023

Feb 09, 2024
BUY
$66.9 - $76.32 $10.2 Million - $11.7 Million
153,007 New
153,007 $11.6 Billion

Others Institutions Holding SCHD

# of Institutions
2,055
Shares Held
872M
Call Options Held
4.95M
Put Options Held
2.61M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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