Winch Advisory Services, LLC Schwab Strategic Tr Us Dividen Transaction History

Winch Advisory Services, LLC

  • $427 Million
  • Q3 2025

A detailed history of Winch Advisory Services, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Winch Advisory Services, LLC holds 124 shares of SCHD stock, worth $3,377. This represents 0.0% of its overall portfolio holdings.

Number of Shares
124
Previous 102 21.57%
Holding current value
$3,377
Previous $2,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2025
BUY
$26.38 - $27.95 $580 - $614
22 Added 21.57%
124 $3,000
Q2 2025

Aug 07, 2025
BUY
$24.32 - $27.87 $486 - $557
20 Added 24.39%
102 $2,000
Q1 2025

May 05, 2025
BUY
$27.01 - $28.54 $27 - $28
1 Added 1.23%
82 $2,000
Q4 2024

Jan 14, 2025
BUY
$26.93 - $84.95 $2,181 - $6,880
81 New
81 $2,000
Q4 2020

Feb 09, 2021
SELL
$54.8 - $65.16 $8,658 - $10,295
-158 Closed
0 $0
Q3 2020

Nov 04, 2020
BUY
$50.37 - $58.54 $7,958 - $9,249
158 New
158 $9,000

Others Institutions Holding SCHD

# of Institutions
2,056
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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