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

Jan 27, 2025
BUY
$27.45 - $55.56 $276,311 - $559,266
10,066 Added 100.24%
20,108 $569,000
Q3 2024

Nov 12, 2024
BUY
$49.82 - $55.29 $1,145 - $1,271
23 Added 0.23%
10,042 $555,000
Q1 2024

May 13, 2024
BUY
$45.19 - $50.67 $542 - $608
12 Added 0.12%
10,019 $507,000
Q4 2023

Feb 09, 2024
BUY
$39.52 - $46.21 $6,086 - $7,116
154 Added 1.56%
10,007 $460,000
Q3 2023

Nov 08, 2023
BUY
$41.08 - $44.27 $23,128 - $24,924
563 Added 6.06%
9,853 $406,000
Q2 2023

Jul 28, 2023
BUY
$38.96 - $42.79 $19,480 - $21,395
500 Added 5.69%
9,290 $397,000
Q1 2023

May 12, 2023
BUY
$36.64 - $40.44 $366 - $404
10 Added 0.11%
8,790 $347,000
Q4 2022

Feb 07, 2023
SELL
$34.56 - $39.43 $51,045 - $58,238
-1,477 Reduced 14.4%
8,780 $324,000
Q3 2022

Nov 14, 2022
BUY
$34.61 - $41.69 $380 - $458
11 Added 0.11%
10,257 $355,000
Q2 2022

Aug 02, 2022
BUY
$35.4 - $44.52 $1,239 - $1,558
35 Added 0.34%
10,246 $374,000
Q1 2022

Apr 27, 2022
BUY
$40.46 - $46.8 $1,335 - $1,544
33 Added 0.32%
10,211 $450,000
Q4 2021

Feb 10, 2022
BUY
$42.49 - $46.85 $74,145 - $81,753
1,745 Added 20.69%
10,178 $474,000
Q3 2021

Oct 29, 2021
BUY
$42.11 - $45.01 $84 - $90
2 Added 0.02%
8,433 $359,000
Q2 2021

Aug 11, 2021
BUY
$39.89 - $42.66 $336,312 - $359,666
8,431 New
8,431 $360,000

Others Institutions Holding SCHK

# of Institutions
202
Shares Held
69.9M
Call Options Held
3.9K
Put Options Held
6.9K
View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

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