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 $283,200. This represents 0.03% of its overall portfolio holdings.

Number of Shares
12,000
Previous 4,000 200.0%
Holding current value
$283,200
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
1,190
Shares Held
231M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Crescent Grove Advisors, LLC Portfolio

Follow Crescent Grove Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Crescent Grove Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email