Winthrop Capital Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Winthrop Capital Management, LLC
- $376 Million
- Q4 2024
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 507,006 shares of SCHD stock, worth $14.2 Million. This represents 3.67% of its overall portfolio holdings.
Number of Shares
507,006Holding current value
$14.2 Million% of portfolio
3.67%Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,949Shares Held
833MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.39 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$795 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$749 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$726 Million4.56% of portfolio