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Schwab Strategic Tr us dividend eq shares owned by Crews Bank & Trust

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Crews Bank & Trust from 13F filings

Historical chart of Crews Bank & Trust investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Crews Bank & Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Crews Bank & Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $231k 8.5k 27.30
2025-06-30 $224k 8.5k 26.50
2025-03-31 $286k 10k 27.96
2024-12-31 $279k 10k 27.32

More positions owned by Crews Bank & Trust

SPDR DJ Wilshire Large Cap (SPLG)
Ishares Tr 0-5yr invt gr cp (SLQD)
Vanguard Dividend Appreciation ETF (VIG)
Vanguard High Dividend Yield ETF (VYM)
Vanguard Growth ETF (VUG)
Spdr Ser Tr spdr russel 2000 (SPSM)
SPDR Barclay Cp Intr Trm Cr Bd (SPIB)
SPDR DJ Wilshire Mid Cap (SPMD)
Apple (AAPL)
Vanguard Intermediate Tm Cpte Bd ETF (VCIT)
Microsoft Corporation (MSFT)
Invesco S&p 500 Equal Weight Etf (RSP)
Ishares Inc cmn (EUSA)
Vanguard Short-Term Bond ETF (BSV)
Technology SPDR (XLK)

View all positions for Crews Bank & Trust

Top funds holding Schwab Strategic Tr us dividend eq

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H D Vest Advisory Services
Sontag Advisory
Morgan Stanley
Envestnet Asset Management
Raymond James Financial
Northwestern Mutual Wealth Management Company
UBS Group
Wealthfront Advisers
Commonwealth Equity Services
Advisor Group Holdings
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq