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 $167,798. This represents 0.13% of its overall portfolio holdings.
Number of Shares
6,160
Previous 6,160
-0.0%
Holding current value
$167,798
Previous $163 Million
3.02%
% of portfolio
0.13%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
2,057Shares Held
873MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio