Crew Capital Management, Ltd. Schwab Strategic Tr Us Dividen Transaction History
Crew Capital Management, Ltd.
- $113 Million
- Q4 2024
A detailed history of Crew Capital Management, Ltd. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Crew Capital Management, Ltd. holds 32,172 shares of SCHD stock, worth $886,660. This represents 0.78% of its overall portfolio holdings.
Number of Shares
32,172
Previous 17,835
80.39%
Holding current value
$886,660
Previous $1.51 Million
41.74%
% of portfolio
0.78%
Previous 1.23%
Shares
10 transactions
Others Institutions Holding SCHD
# of Institutions
1,873Shares Held
561MCall Options Held
3.32MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$739 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$717 Million4.56% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$598 Million0.22% of portfolio
-
Wealthspire Advisors, LLC New York, NY15.1MShares$417 Million4.17% of portfolio
-
Commonwealth Equity Services, LLC13.1MShares$362 Million0.52% of portfolio