Crescent Sterling, Ltd. Schwab Strategic Tr Us Dividen Transaction History
Crescent Sterling, Ltd.
- $97.5 Billion
- Q1 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 244,158 shares of SCHD stock, worth $6.39 Million. This represents 7.0% of its overall portfolio holdings.
Number of Shares
244,158
Previous 230,204
6.06%
Holding current value
$6.39 Million
Previous $6.29 Billion
8.55%
% of portfolio
7.0%
Previous 6.45%
Shares
10 transactions
Others Institutions Holding SCHD
# of Institutions
1,996Shares Held
887MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.02 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$864 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$844 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$773 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$768 Million0.06% of portfolio