Crewe Advisors LLC Schwab Intermediate Term Us Tr Transaction History

Crewe Advisors LLC

$1.01 Billion
Q4 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 29, 2025	BUY	$24.54 - $25.07 $2,429 - $2,481	99 New	99 $2,000
Q1 2023 May 12, 2023	BUY	$48.55 - $50.78 $29,664 - $31,026	611 New	611 $30,000

Others Institutions Holding SCHR

# of Institutions

518

Shares Held

389M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

228M
Shares

$5.73 Billion
0.95% of portfolio
Royal Bank Of Canada Toronto, A6

19.6M
Shares

$491 Million
0.08% of portfolio
Ameriprise Financial Inc Minneapolis, MN

13.7M
Shares

$344 Million
0.08% of portfolio
Stifel Financial Corp St. Louis, MO

8.61M
Shares

$216 Million
0.21% of portfolio
Jpmorgan Chase & CO New York, NY

4.9M
Shares

$123 Million
0.01% of portfolio

About SCHWAB INTERMEDIATE-TERM US TR

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