Crescent Sterling, Ltd. Schwab Strategic Tr Us Dividen Transaction History
Crescent Sterling, Ltd.
- $95.1 Billion
- Q3 2025
A detailed history of Crescent Sterling, Ltd. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Crescent Sterling, Ltd. holds 250,759 shares of SCHD stock, worth $6.83 Million. This represents 7.2% of its overall portfolio holdings.
Number of Shares
250,759
Previous 241,388
3.88%
Holding current value
$6.83 Million
Previous $6.4 Billion
7.02%
% of portfolio
7.2%
Previous 7.16%
Shares
12 transactions
Others Institutions Holding SCHD
# of Institutions
2,055Shares Held
872MCall 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