Crewe Advisors LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Crewe Advisors LLC

$677 Million
Q2 2025

A detailed history of Crewe Advisors LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Crewe Advisors LLC holds 192 shares of SCHI stock, worth $4,456. This represents 0.0% of its overall portfolio holdings.

Number of Shares

192

Holding current value

$4,456

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 29, 2025	BUY	$21.85 - $22.76 $4,195 - $4,369	192 New	192 $4,000

Others Institutions Holding SCHI

# of Institutions

246

Shares Held

50.6M

Call Options Held

Put Options Held

River Front Investment Group, LLC Richmond, VA

8.37M
Shares

$194 Million
3.89% of portfolio
Envestnet Asset Management Inc

7.34M
Shares

$170 Million
0.05% of portfolio
Captrust Financial Advisors Raleigh, NC

7.24M
Shares

$168 Million
0.38% of portfolio
Campbell Wealth Management

5.68M
Shares

$132 Million
11.29% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.48M
Shares

$57.6 Million
0.02% of portfolio

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About SCHWAB STRATEGIC TR 5 -10 YR C

Ticker SCHI
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