Crowley Wealth Management, Inc. Schwab Strategic Tr Us Dividen Transaction History
Crowley Wealth Management, Inc.
- $110 Billion
- Q2 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 $165,580. This represents 0.15% of its overall portfolio holdings.
Number of Shares
6,160
Previous 4,905
25.59%
Holding current value
$165,580
Previous $137 Million
19.03%
% of portfolio
0.15%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
2,000Shares Held
897MCall Options Held
4.42MPut Options Held
2.23M-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.05 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.04 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$888 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$867 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$794 Million4.98% of portfolio