Crewe Advisors LLC Schwab Strategic Tr 1000 Index Transaction History
Crewe Advisors LLC
- $709 Million
- Q4 2024
A detailed history of Crewe Advisors LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Crewe Advisors LLC holds 20,108 shares of SCHK stock, worth $545,127. This represents 0.08% of its overall portfolio holdings.
Number of Shares
20,108
Previous 10,042
100.24%
Holding current value
$545,127
Previous $555,000
2.52%
% of portfolio
0.08%
Previous 0.06%
Shares
14 transactions
Others Institutions Holding SCHK
# of Institutions
202Shares Held
69.9MCall Options Held
3.9KPut Options Held
6.9K-
Financial Engines Advisors L.L.C. Santa Clara, CA47.7MShares$1.29 Billion2.85% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$189 Million12.67% of portfolio
-
Warwick Investment Management, Inc.4.39MShares$119 Million25.69% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$71.4 Million5.98% of portfolio
-
Waddell & Associates, LLC1.94MShares$52.6 Million5.64% of portfolio