CWM
SCHD icon

Crowley Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Crowley Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$163K Buy
6,160
+1,255
+26% +$33.3K 0.15% 79
2025
Q1 		$137K Hold
4,905
– – 0.13% 78
2024
Q4 		$134K Buy
+4,905
New +$134K 0.12% 83