Crewe Advisors LLC Schwab Strategic Tr 1000 Index Transaction History
Crewe Advisors LLC
- $859 Million
- Q3 2024
A detailed history of Crewe Advisors LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Crewe Advisors LLC holds 10,042 shares of SCHK stock, worth $286,799. This represents 0.06% of its overall portfolio holdings.
Number of Shares
10,042
Previous 10,019
0.23%
Holding current value
$286,799
Previous $524,000
5.92%
% of portfolio
0.06%
Previous 0.06%
Shares
13 transactions
Others Institutions Holding SCHK
# of Institutions
181Shares Held
39.5MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA28.6MShares$817 Million3.25% of portfolio
-
Legacy Wealth Management, Inc3.59MShares$103 Million12.87% of portfolio
-
Warwick Investment Management, Inc.2.1MShares$59.9 Million27.6% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.27MShares$36.3 Million5.84% of portfolio
-
Waddell & Associates, LLC963KShares$27.5 Million6.53% of portfolio