Crew Capital Management, Ltd. Schwab Strategic Tr Us Dividen Transaction History
Crew Capital Management, Ltd.
- $113 Million
- Q4 2024
A detailed history of Crew Capital Management, Ltd. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Crew Capital Management, Ltd. holds 32,172 shares of SCHD stock, worth $906,606. This represents 0.78% of its overall portfolio holdings.
Number of Shares
32,172
Previous 17,835
80.39%
Holding current value
$906,606
Previous $1.51 Million
41.74%
% of portfolio
0.78%
Previous 1.23%
Shares
10 transactions
Others Institutions Holding SCHD
# of Institutions
1,929Shares Held
820MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.4 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.02 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$802 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$756 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$733 Million4.56% of portfolio