Crowley Wealth Management, Inc. Schwab Strategic Tr Us Dividen Transaction History
Crowley Wealth Management, Inc.
- $126 Billion
- Q3 2025
A detailed history of Crowley Wealth Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Crowley Wealth Management, Inc. holds 6,160 shares of SCHD stock, worth $163,671. This represents 0.13% of its overall portfolio holdings.
Number of Shares
6,160
Previous 6,160
-0.0%
Holding current value
$163,671
Previous $163 Million
3.02%
% of portfolio
0.13%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
2,028Shares Held
838MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.04 Billion0.37% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$878 Million4.23% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$770 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$759 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$756 Million4.28% of portfolio