Crestwood Advisors Group LLC Schwab Strategic Tr Us Small C Transaction History

Crestwood Advisors Group LLC

  • $4.5 Billion
  • Q1 2024

A detailed history of Crestwood Advisors Group LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 4,949 shares of SCHA stock, worth $247,054. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,949
Previous 4,946 0.06%
Holding current value
$247,054
Previous $233,000 4.29%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
BUY
$44.84 - $49.24 $134 - $147
3 Added 0.06%
4,949 $243,000
Q4 2023

Jan 29, 2024
BUY
$38.13 - $48.02 $1,372 - $1,728
36 Added 0.73%
4,946 $233,000
Q3 2023

Nov 15, 2023
SELL
$40.85 - $46.1 $11,683 - $13,184
-286 Reduced 5.5%
4,910 $203,000
Q2 2023

Aug 15, 2023
SELL
$39.91 - $43.82 $8,061 - $8,851
-202 Reduced 3.74%
5,196 $227,000
Q1 2023

May 12, 2023
BUY
$39.82 - $46.36 $8,282 - $9,642
208 Added 4.01%
5,398 $226,000
Q4 2022

Feb 14, 2023
BUY
$39.61 - $43.54 $205,575 - $225,972
5,190 New
5,190 $210,000

Others Institutions Holding SCHA

# of Institutions
1,110
Shares Held
226M
Call Options Held
56K
Put Options Held
18.6K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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