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 87 shares of SCHG stock, worth $2,391. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$2,391

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	BUY	$92.63 - $105.69 $8,058 - $9,195	87 New	87 $9,000
Q4 2023 Feb 09, 2024	BUY	$70.08 - $83.37 $6,096 - $7,253	87 New	87 $7,000

Others Institutions Holding SCHG

# of Institutions

1,309

Shares Held

181M

Call Options Held

140K

Put Options Held

91.5K

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

11.3M
Shares

$309 Million
2.41% of portfolio
Envestnet Asset Management Inc

10.9M
Shares

$301 Million
0.38% of portfolio
Mather Group, Llc. Chicago, IL

9.76M
Shares

$268 Million
13.14% of portfolio
Sei Investments CO Oaks, PA

9.56M
Shares

$263 Million
1.33% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

4.86M
Shares

$134 Million
5.48% of portfolio

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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