Crewe Advisors LLC Schwab Strategic Tr Us Dividen Transaction History

Crewe Advisors LLC

$1.01 Billion
Q3 2025

A detailed history of Crewe Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Crewe Advisors LLC holds 95,177 shares of SCHD stock, worth $2.59 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

95,177

Previous 95,571 0.41%

Holding current value

$2.59 Million

Previous $2.53 Million 2.61%

% of portfolio

0.26%

Previous 0.37%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$26.38 - $27.95 $10,393 - $11,012	-394 Reduced 0.41%	95,177 $2.6 Million
Q2 2025 Jul 29, 2025	BUY	$24.32 - $27.87 $161,387 - $184,945	6,636 Added 7.46%	95,571 $2.53 Million
Q1 2025 Apr 22, 2025	BUY	$27.01 - $28.54 $13,342 - $14,098	494 Added 0.56%	88,935 $2.49 Million
Q4 2024 Jan 27, 2025	BUY	$26.93 - $84.95 $1.56 Million - $4.94 Million	58,098 Added 191.47%	88,441 $2.42 Million
Q3 2024 Nov 12, 2024	BUY	$77.02 - $85.06 $68,470 - $75,618	889 Added 3.02%	30,343 $2.56 Million

Q2 2024 Jul 29, 2024	BUY	$75.81 - $80.15 $36,843 - $38,952	486 Added 1.68%	29,454 $2.29 Million
Q1 2024 May 13, 2024	SELL	$75.25 - $80.63 $360,522 - $386,298	-4,791 Reduced 14.19%	28,968 $2.34 Million
Q4 2023 Feb 09, 2024	BUY	$66.9 - $76.32 $123,698 - $141,115	1,849 Added 5.79%	33,759 $2.57 Million
Q3 2023 Nov 08, 2023	BUY	$70.63 - $75.66 $86,309 - $92,456	1,222 Added 3.98%	31,910 $2.26 Million
Q2 2023 Jul 28, 2023	SELL	$69.18 - $73.94 $131,026 - $140,042	-1,894 Reduced 5.81%	30,688 $2.23 Million
Q1 2023 May 12, 2023	SELL	$70.28 - $78.03 $135,570 - $150,519	-1,929 Reduced 5.59%	32,582 $2.38 Million
Q4 2022 Feb 07, 2023	BUY	$67.16 - $79.06 $920,562 - $1.08 Million	13,707 Added 65.89%	34,511 $2.61 Million
Q3 2022 Nov 14, 2022	BUY	$66.43 - $77.87 $1.11 Million - $1.3 Million	16,698 Added 406.67%	20,804 $1.38 Million
Q2 2022 Aug 02, 2022	BUY	$70.31 - $80.24 $255,858 - $291,993	3,639 Added 779.23%	4,106 $294,000
Q1 2022 Apr 27, 2022	BUY	$75.14 - $81.94 $35,090 - $38,265	467 New	467 $37,000

Others Institutions Holding SCHD

# of Institutions

2,056

Shares Held

872M

Call Options Held

4.95M

Put Options Held

2.61M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Crewe Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crewe Advisors LLC with notifications on news.

Account

Crewe Advisors LLC Schwab Strategic Tr Us Dividen Transaction History