Crewe Advisors LLC Schwab Strategic Tr Us Dividen Transaction History

Crewe Advisors LLC

$888 Million
Q2 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 29,454 shares of SCHD stock, worth $2.49 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

29,454

Previous 28,968 1.68%

Holding current value

$2.49 Million

Previous $2.34 Million 1.93%

% of portfolio

0.26%

Previous 0.27%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,659

Shares Held

273M

Call Options Held

1.52M

Put Options Held

741K

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

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.

Account

Crewe Advisors LLC Schwab Strategic Tr Us Dividen Transaction History