Winthrop Advisory Group LLC Schwab Strategic Tr Us Large C Transaction History

Winthrop Advisory Group LLC

  • $912 Million
  • Q4 2024

A detailed history of Winthrop Advisory Group LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Winthrop Advisory Group LLC holds 191,007 shares of SCHX stock, worth $4.49 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
191,007
Previous 64,116 197.91%
Holding current value
$4.49 Million
Previous $4.35 Million 1.77%
% of portfolio
0.49%
Previous 0.53%

Shares

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

Jan 13, 2025
BUY
$22.4 - $68.28 $2.84 Million - $8.66 Million
126,891 Added 197.91%
191,007 $4.43 Million
Q3 2024

Oct 31, 2024
SELL
$61.11 - $67.85 $55,915 - $62,082
-915 Reduced 1.41%
64,116 $4.35 Million
Q2 2024

Jul 18, 2024
SELL
$58.7 - $64.78 $49,777 - $54,933
-848 Reduced 1.29%
65,031 $4.18 Million
Q1 2024

Apr 17, 2024
SELL
$55.41 - $62.08 $180,082 - $201,760
-3,250 Reduced 4.7%
65,879 $4.09 Million
Q4 2023

Jan 10, 2024
SELL
$48.47 - $56.6 $30,681 - $35,827
-633 Reduced 0.91%
69,129 $3.9 Million
Q3 2023

Nov 03, 2023
SELL
$50.36 - $54.21 $29,158 - $31,387
-579 Reduced 0.82%
69,762 $3.53 Million
Q2 2023

Aug 02, 2023
SELL
$47.67 - $52.37 $88,856 - $97,617
-1,864 Reduced 2.58%
70,341 $3.68 Million
Q1 2023

Apr 17, 2023
BUY
$44.78 - $49.41 $62,871 - $69,371
1,404 Added 1.98%
72,205 $3.49 Million
Q4 2022

Aug 03, 2023
BUY
$42.25 - $48.16 $19,435 - $22,153
460 Added 0.65%
70,801 $3.2 Million
Q4 2022

Jan 18, 2023
BUY
$42.25 - $48.16 $698,688 - $796,421
16,537 Added 30.48%
70,801 $3.2 Million
Q3 2022

Nov 04, 2022
BUY
$42.35 - $51.01 $2.3 Million - $2.77 Million
54,264 New
54,264 $2.3 Million

Others Institutions Holding SCHX

# of Institutions
1,467
Shares Held
1.07B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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

Track Winthrop Advisory Group LLC Portfolio

Follow Winthrop Advisory Group 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 Winthrop Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Winthrop Advisory Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email