Crewe Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Crewe Advisors LLC

$859 Million
Q3 2024

A detailed history of Crewe Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Crewe Advisors LLC holds 107 shares of SCHV stock, worth $2,817. This represents 0.0% of its overall portfolio holdings.

Number of Shares

107

Holding current value

$2,817

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	BUY	$73.43 - $80.37 $7,857 - $8,599	107 New	107 $8,000
Q4 2023 Feb 09, 2024	BUY	$61.16 - $70.24 $6,421 - $7,375	105 New	105 $7,000

Others Institutions Holding SCHV

# of Institutions

836

Shares Held

112M

Call Options Held

Put Options Held

Financial Engines Advisors L.L.C. Santa Clara, CA

19.5M
Shares

$513 Million
3.21% of portfolio
Sei Investments CO Oaks, PA

12.1M
Shares

$320 Million
1.3% of portfolio
Mather Group, Llc. Chicago, IL

10.7M
Shares

$283 Million
11.15% of portfolio
Envestnet Asset Management Inc

4.85M
Shares

$128 Million
0.13% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.24M
Shares

$112 Million
0.81% of portfolio

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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