A detailed history of Ropes Wealth Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Ropes Wealth Advisors LLC holds 6,104 shares of SCHD stock, worth $171,461. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,104
Previous 4,043 50.98%
Holding current value
$171,461
Previous $293,000 47.1%
% of portfolio
0.08%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 19, 2023

BUY
$70.63 - $75.66 $145,568 - $155,935
2,061 Added 50.98%
6,104 $431,000
Q2 2023

Aug 07, 2023

BUY
$69.18 - $73.94 $15,012 - $16,044
217 Added 5.67%
4,043 $293,000
Q1 2023

May 08, 2023

SELL
$70.28 - $78.03 $19,678 - $21,848
-280 Reduced 6.82%
3,826 $279,000
Q4 2022

Feb 06, 2023

BUY
$67.16 - $79.06 $275,758 - $324,620
4,106 New
4,106 $310,000

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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