Crews Bank & Trust Schwab Strategic Tr Us Dividen Transaction History

Crews Bank & Trust

$593 Billion
Q4 2024

A detailed history of Crews Bank & Trust transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Crews Bank & Trust holds 10,213 shares of SCHD stock, worth $286,883. This represents 0.05% of its overall portfolio holdings.

Number of Shares

10,213

Holding current value

$286,883

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 23, 2025	BUY	$26.93 - $84.95 $275,036 - $867,594	10,213 New	10,213 $279 Million

Others Institutions Holding SCHD

# of Institutions

1,794

Shares Held

371M

Call Options Held

1.92M

Put Options Held

1.16M

Sumitomo Life Insurance CO

26.8M
Shares

$753 Million
13.87% of portfolio
Lpl Financial LLC Fort Mill, SC

11.5M
Shares

$324 Million
0.45% of portfolio
Orgel Wealth Management, LLC

11.1M
Shares

$311 Million
8.18% of portfolio
Morgan Stanley New York, NY

9.23M
Shares

$259 Million
0.06% of portfolio
Avantax Advisory Services, Inc.

8.5M
Shares

$239 Million
4.81% of portfolio

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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