A detailed history of Crowley Wealth Management, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Crowley Wealth Management, Inc. holds 13,100 shares of SCHB stock, worth $337,063. This represents 0.27% of its overall portfolio holdings.

Number of Shares
13,100
Previous 8,050 62.73%
Holding current value
$337,063
Previous $192 Million 75.57%
% of portfolio
0.27%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025

BUY
$23.82 - $25.84 $120,291 - $130,492
5,050 Added 62.73%
13,100 $337 Million
Q2 2025

Jul 16, 2025

BUY
$19.1 - $23.83 $153,755 - $191,831
8,050 New
8,050 $192 Million
Q4 2024

Feb 11, 2025

BUY
$22.01 - $66.82 $3,961 - $12,027
180 New
180 $4.09 Million

Others Institutions Holding SCHB

About SCHWAB STRATEGIC TR US BROAD M


  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Crowley Wealth Management, Inc. Portfolio

Follow Crowley Wealth Management, Inc. 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 Crowley Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Crowley Wealth Management, Inc. with notifications on news.