Crewe Advisors LLC Schwab Strategic Tr Us Dividen Transaction History

Crewe Advisors LLC

  • $859 Million
  • Q3 2024

A detailed history of Crewe Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Crewe Advisors LLC holds 30,343 shares of SCHD stock, worth $821,688. This represents 0.3% of its overall portfolio holdings.

Number of Shares
30,343
Previous 29,454 3.02%
Holding current value
$821,688
Previous $2.29 Million 11.97%
% of portfolio
0.3%
Previous 0.26%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$77.02 - $85.06 $68,470 - $75,618
889 Added 3.02%
30,343 $2.56 Million
Q2 2024

Jul 29, 2024
BUY
$75.81 - $80.15 $36,843 - $38,952
486 Added 1.68%
29,454 $2.29 Million
Q1 2024

May 13, 2024
SELL
$75.25 - $80.63 $360,522 - $386,298
-4,791 Reduced 14.19%
28,968 $2.34 Million
Q4 2023

Feb 09, 2024
BUY
$66.9 - $76.32 $123,698 - $141,115
1,849 Added 5.79%
33,759 $2.57 Million
Q3 2023

Nov 08, 2023
BUY
$70.63 - $75.66 $86,309 - $92,456
1,222 Added 3.98%
31,910 $2.26 Million
Q2 2023

Jul 28, 2023
SELL
$69.18 - $73.94 $131,026 - $140,042
-1,894 Reduced 5.81%
30,688 $2.23 Million
Q1 2023

May 12, 2023
SELL
$70.28 - $78.03 $135,570 - $150,519
-1,929 Reduced 5.59%
32,582 $2.38 Million
Q4 2022

Feb 07, 2023
BUY
$67.16 - $79.06 $920,562 - $1.08 Million
13,707 Added 65.89%
34,511 $2.61 Million
Q3 2022

Nov 14, 2022
BUY
$66.43 - $77.87 $1.11 Million - $1.3 Million
16,698 Added 406.67%
20,804 $1.38 Million
Q2 2022

Aug 02, 2022
BUY
$70.31 - $80.24 $255,858 - $291,993
3,639 Added 779.23%
4,106 $294,000
Q1 2022

Apr 27, 2022
BUY
$75.14 - $81.94 $35,090 - $38,265
467 New
467 $37,000

Others Institutions Holding SCHD

# of Institutions
1,760
Shares Held
276M
Call Options Held
1.92M
Put Options Held
1.16M
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 Crewe Advisors LLC Portfolio

Follow Crewe Advisors LLC 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 Crewe Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crewe Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email