Crestwood Advisors Group LLC Schwab Strategic Tr Us Large C Transaction History
Crestwood Advisors Group LLC
- $5.16 Billion
- Q4 2024
A detailed history of Crestwood Advisors Group LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 7,196 shares of SCHG stock, worth $204,510. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7,196Holding current value
$204,510% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,407Shares Held
1.99BCall Options Held
167KPut Options Held
96.6K-
Koshinski Asset Management, Inc.1.56BShares$44.4 Billion97.59% of portfolio
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Mather Group, Llc. Chicago, IL39.2MShares$1.11 Billion14.24% of portfolio
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Sei Investments CO Oaks, PA38.2MShares$1.08 Billion1.41% of portfolio
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Lpl Financial LLC Fort Mill, SC22.1MShares$627 Million0.26% of portfolio
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Avantax Planning Partners, Inc.15.4MShares$437 Million15.54% of portfolio