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 $295,736. This represents 0.06% of its overall portfolio holdings.
Number of Shares
10,042
Previous 10,019
0.23%
Holding current value
$295,736
Previous $524,000
5.92%
% of portfolio
0.06%
Previous 0.06%
Shares
13 transactions
Others Institutions Holding SCHK
# of Institutions
184Shares Held
44.8MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA28.6MShares$842 Million3.25% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$205 Million12.67% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$77.5 Million5.98% of portfolio
-
Warwick Investment Management, Inc.2.1MShares$61.8 Million27.6% of portfolio
-
Waddell & Associates, LLC963KShares$28.4 Million6.53% of portfolio