Crewe Advisors LLC Schwab Strategic Tr Us Broad M Transaction History

Crewe Advisors LLC

$1.01 Billion
Q3 2025

A detailed history of Crewe Advisors LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Crewe Advisors LLC holds 34,743 shares of SCHB stock, worth $897,064. This represents 0.09% of its overall portfolio holdings.

Number of Shares

34,743

Previous 34,599 0.42%

Holding current value

$897,064

Previous $824,000 8.37%

% of portfolio

0.09%

Previous 0.12%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$23.82 - $25.84 $3,430 - $3,720	144 Added 0.42%	34,743 $893,000
Q2 2025 Jul 29, 2025	BUY	$19.1 - $23.83 $166,571 - $207,821	8,721 Added 33.7%	34,599 $824,000
Q1 2025 Apr 22, 2025	BUY	$21.23 - $23.75 $15,391 - $17,218	725 Added 2.88%	25,878 $557,000
Q4 2024 Jan 27, 2025	BUY	$22.01 - $66.82 $369,569 - $1.12 Million	16,791 Added 200.8%	25,153 $570,000
Q3 2024 Nov 12, 2024	BUY	$59.93 - $66.52 $16,360 - $18,159	273 Added 3.37%	8,362 $556,000

Q1 2024 May 13, 2024	BUY	$54.61 - $61.05 $23,646 - $26,434	433 Added 5.66%	8,089 $493,000
Q4 2023 Feb 09, 2024	BUY	$47.61 - $55.91 $1,333 - $1,565	28 Added 0.37%	7,656 $426,000
Q3 2023 Nov 08, 2023	BUY	$49.59 - $53.57 $1,090 - $1,178	22 Added 0.29%	7,628 $380,000
Q2 2023 Jul 28, 2023	BUY	$47.08 - $51.7 $17,937 - $19,697	381 Added 5.27%	7,606 $393,000
Q1 2023 May 12, 2023	BUY	$44.47 - $49.23 $933 - $1,033	21 Added 0.29%	7,225 $345,000
Q4 2022 Feb 07, 2023	SELL	$41.94 - $47.81 $39,004 - $44,463	-930 Reduced 11.43%	7,204 $322,000
Q3 2022 Nov 14, 2022	BUY	$41.99 - $50.63 $965 - $1,164	23 Added 0.28%	8,134 $342,000
Q2 2022 Aug 02, 2022	BUY	$42.93 - $53.98 $901 - $1,133	21 Added 0.26%	8,111 $358,000
Q1 2022 Apr 27, 2022	BUY	$49.15 - $56.85 $199,106 - $230,299	4,051 Added 100.3%	8,090 $432,000
Q4 2021 Feb 10, 2022	BUY	$51.87 - $56.86 $19,658 - $21,549	379 Added 10.36%	4,039 $456,000
Q3 2021 Oct 29, 2021	BUY	$51.32 - $54.83 $359 - $383	7 Added 0.19%	3,660 $380,000
Q2 2021 Aug 11, 2021	BUY	$48.92 - $52.14 $178,704 - $190,467	3,653 New	3,653 $381,000

Others Institutions Holding SCHB

# of Institutions

1,376

Shares Held

499M

Call Options Held

299K

Put Options Held

22.8K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

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 Broad M Transaction History