Crescent Grove Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Crescent Grove Advisors, LLC

  • $964 Million
  • Q4 2024

A detailed history of Crescent Grove Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Crescent Grove Advisors, LLC holds 12,000 shares of SCHB stock, worth $270,000. This represents 0.03% of its overall portfolio holdings.

Number of Shares
12,000
Previous 4,000 200.0%
Holding current value
$270,000
Previous $266,000 2.26%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$22.01 - $66.82 $176,080 - $534,560
8,000 Added 200.0%
12,000 $272,000
Q4 2023

Jan 30, 2024
BUY
$47.61 - $55.91 $190,440 - $223,640
4,000 New
4,000 $222,000
Q2 2023

Jul 13, 2023
BUY
$47.08 - $51.7 $188,320 - $206,800
4,000 New
4,000 $206,000

Others Institutions Holding SCHB

# of Institutions
1,263
Shares Held
422M
Call Options Held
365K
Put Options Held
32.6K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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