Winthrop Advisory Group LLC Schwab Strategic Tr Us Broad M Transaction History

Winthrop Advisory Group LLC

  • $912 Million
  • Q4 2024

A detailed history of Winthrop Advisory Group LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Winthrop Advisory Group LLC holds 1,476,379 shares of SCHB stock, worth $34.8 Million. This represents 3.67% of its overall portfolio holdings.

Number of Shares
1,476,379
Previous 399,034 269.99%
Holding current value
$34.8 Million
Previous $26.5 Million 26.26%
% of portfolio
3.67%
Previous 3.21%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$22.01 - $66.82 $23.7 Million - $72 Million
1,077,345 Added 269.99%
1,476,379 $33.5 Million
Q3 2024

Oct 31, 2024
BUY
$59.93 - $66.52 $133,583 - $148,273
2,229 Added 0.56%
399,034 $26.5 Million
Q2 2024

Jul 18, 2024
BUY
$57.57 - $63.3 $304,948 - $335,300
5,297 Added 1.35%
396,805 $24.9 Million
Q1 2024

Apr 17, 2024
BUY
$54.61 - $61.05 $193,865 - $216,727
3,550 Added 0.92%
391,508 $23.9 Million
Q4 2023

Jan 10, 2024
BUY
$47.61 - $55.91 $715,149 - $839,824
15,021 Added 4.03%
387,958 $21.6 Million
Q3 2023

Nov 03, 2023
BUY
$49.59 - $53.57 $345,443 - $373,168
6,966 Added 1.9%
372,937 $18.6 Million
Q2 2023

Aug 02, 2023
BUY
$47.08 - $51.7 $396,649 - $435,572
8,425 Added 2.36%
365,971 $18.9 Million
Q1 2023

Apr 17, 2023
SELL
$44.47 - $49.23 $218,481 - $241,866
-4,913 Reduced 1.36%
357,546 $17.1 Million
Q4 2022

Aug 03, 2023
SELL
$41.94 - $47.81 $147,293 - $167,908
-3,512 Reduced 0.96%
362,459 $16.2 Million
Q4 2022

Jan 18, 2023
BUY
$41.94 - $47.81 $527,772 - $601,641
12,584 Added 3.6%
362,459 $16.2 Million
Q3 2022

Nov 04, 2022
BUY
$41.99 - $50.63 $223,302 - $269,250
5,318 Added 1.54%
349,875 $14.7 Million
Q2 2022

Jul 21, 2022
BUY
$42.93 - $53.98 $14.8 Million - $18.6 Million
344,557 New
344,557 $15.2 Million

Others Institutions Holding SCHB

# of Institutions
1,190
Shares Held
231M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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