Crewe Advisors LLC Schwab Strategic Tr Us Broad M Transaction History

Crewe Advisors LLC

  • $709 Million
  • Q4 2024

A detailed history of Crewe Advisors LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Crewe Advisors LLC holds 25,153 shares of SCHB stock, worth $567,954. This represents 0.08% of its overall portfolio holdings.

Number of Shares
25,153
Previous 8,362 200.8%
Holding current value
$567,954
Previous $556,000 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
$22.01 - $66.82 $369,569 - $1.12 Million
16,791 Added 200.8%
25,153 $570,000
Q3 2024

Nov 12, 2024
BUY
$59.93 - $66.52 $16,360 - $18,159
273 Added 3.37%
8,362 $556,000
Q1 2024

May 13, 2024
BUY
$54.61 - $61.05 $23,646 - $26,434
433 Added 5.66%
8,089 $493,000
Q4 2023

Feb 09, 2024
BUY
$47.61 - $55.91 $1,333 - $1,565
28 Added 0.37%
7,656 $426,000
Q3 2023

Nov 08, 2023
BUY
$49.59 - $53.57 $1,090 - $1,178
22 Added 0.29%
7,628 $380,000
Q2 2023

Jul 28, 2023
BUY
$47.08 - $51.7 $17,937 - $19,697
381 Added 5.27%
7,606 $393,000
Q1 2023

May 12, 2023
BUY
$44.47 - $49.23 $933 - $1,033
21 Added 0.29%
7,225 $345,000
Q4 2022

Feb 07, 2023
SELL
$41.94 - $47.81 $39,004 - $44,463
-930 Reduced 11.43%
7,204 $322,000
Q3 2022

Nov 14, 2022
BUY
$41.99 - $50.63 $965 - $1,164
23 Added 0.28%
8,134 $342,000
Q2 2022

Aug 02, 2022
BUY
$42.93 - $53.98 $901 - $1,133
21 Added 0.26%
8,111 $358,000
Q1 2022

Apr 27, 2022
BUY
$49.15 - $56.85 $199,106 - $230,299
4,051 Added 100.3%
8,090 $432,000
Q4 2021

Feb 10, 2022
BUY
$51.87 - $56.86 $19,658 - $21,549
379 Added 10.36%
4,039 $456,000
Q3 2021

Oct 29, 2021
BUY
$51.32 - $54.83 $359 - $383
7 Added 0.19%
3,660 $380,000
Q2 2021

Aug 11, 2021
BUY
$48.92 - $52.14 $178,704 - $190,467
3,653 New
3,653 $381,000

Others Institutions Holding SCHB

# of Institutions
1,264
Shares Held
445M
Call Options Held
365K
Put Options Held
32.6K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
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More about SCHB
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