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 $868,720. This represents 0.3% of its overall portfolio holdings.

Number of Shares
30,343
Previous 29,454 3.02%
Holding current value
$868,720
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
1,751
Shares Held
275M
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
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