Cra Financial Services, LLC Schwab Strategic Tr Us Dividen Transaction History
Cra Financial Services, LLC
- $544 Million
- Q1 2025
A detailed history of Cra Financial Services, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Cra Financial Services, LLC holds 1,128,909 shares of SCHD stock, worth $29 Million. This represents 5.73% of its overall portfolio holdings.
Number of Shares
1,128,909
Previous 1,068,635
5.64%
Holding current value
$29 Million
Previous $29.2 Million
6.64%
% of portfolio
5.73%
Previous 5.33%
Shares
26 transactions
Others Institutions Holding SCHD
# of Institutions
1,967Shares Held
851MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.27 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$932 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$731 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$688 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$668 Million4.56% of portfolio