Crescent Sterling, Ltd. Schwab Strategic Tr Us Dividen Transaction History
Crescent Sterling, Ltd.
- $104 Billion
- Q2 2024
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 73,698 shares of SCHD stock, worth $6.24 Million. This represents 5.49% of its overall portfolio holdings.
Number of Shares
73,698
Previous 72,339
1.88%
Holding current value
$6.24 Million
Previous $5.83 Billion
1.75%
% of portfolio
5.49%
Previous 5.32%
Shares
7 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
274MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$946 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$861 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$757 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$700 Million4.66% of portfolio