Crescent Sterling, Ltd. Schwab Strategic Tr Us Dividen Transaction History

Crescent Sterling, Ltd.

  • $95.1 Billion
  • Q3 2025

A detailed history of Crescent Sterling, Ltd. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Crescent Sterling, Ltd. holds 250,759 shares of SCHD stock, worth $6.66 Million. This represents 7.2% of its overall portfolio holdings.

Number of Shares
250,759
Previous 241,388 3.88%
Holding current value
$6.66 Million
Previous $6.4 Billion 7.02%
% of portfolio
7.2%
Previous 7.16%

Shares

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

Oct 14, 2025
BUY
$26.38 - $27.95 $247,206 - $261,919
9,371 Added 3.88%
250,759 $6.85 Billion
Q2 2025

Aug 04, 2025
SELL
$24.32 - $27.87 $67,366 - $77,199
-2,770 Reduced 1.13%
241,388 $6.4 Billion
Q1 2025

Apr 14, 2025
BUY
$27.01 - $28.54 $376,897 - $398,247
13,954 Added 6.06%
244,158 $6.83 Billion
Q4 2024

Jan 13, 2025
BUY
$26.93 - $84.95 $4.25 Million - $13.4 Million
157,914 Added 218.45%
230,204 $6.29 Billion
Q3 2024

Oct 15, 2024
SELL
$77.02 - $85.06 $108,444 - $119,764
-1,408 Reduced 1.91%
72,290 $6.11 Billion
Q2 2024

Jul 17, 2024
BUY
$75.81 - $80.15 $103,025 - $108,923
1,359 Added 1.88%
73,698 $5.73 Billion
Q1 2024

Apr 22, 2024
BUY
$75.25 - $80.63 $130,182 - $139,489
1,730 Added 2.45%
72,339 $5.83 Billion
Q4 2023

Jan 10, 2024
BUY
$66.9 - $76.32 $67,100 - $76,548
1,003 Added 1.44%
70,609 $5.38 Billion
Q3 2023

Oct 23, 2023
SELL
$70.63 - $75.66 $219,094 - $234,697
-3,102 Reduced 4.27%
69,606 $4.93 Billion
Q2 2023

Aug 03, 2023
BUY
$69.18 - $73.94 $214,734 - $229,509
3,104 Added 4.46%
72,708 $5.28 Billion
Q1 2023

Apr 21, 2023
BUY
$70.28 - $78.03 $499,479 - $554,559
7,107 Added 11.37%
69,604 $5.09 Billion
Q4 2022

Jan 19, 2023
BUY
$67.16 - $79.06 $4.2 Million - $4.94 Million
62,497 New
62,497 $4.72 Billion

Others Institutions Holding SCHD

# of Institutions
2,017
Shares Held
845M
Call Options Held
4.51M
Put Options Held
2.75M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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

Track Crescent Sterling, Ltd. Portfolio

Follow Crescent Sterling, Ltd. 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 Crescent Sterling, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Crescent Sterling, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email