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
2,030Shares Held
841MCall Options Held
4.51MPut Options Held
2.75M- 
    
      Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.11 Billion3.71% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC39.2MShares$1.04 Billion0.37% 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