Crewe Advisors LLC Schwab Short Term Us Treasury Transaction History

Crewe Advisors LLC

$859 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	BUY	$47.8 - $49.0 $14,913 - $15,288	312 New	312 $15,000
Q3 2022 Nov 14, 2022	BUY	$48.15 - $49.37 $126,875 - $130,089	2,635 New	2,635 $127,000

Others Institutions Holding SCHO

# of Institutions

621

Shares Held

184M

Call Options Held

74.3K

Put Options Held

30.8K

Bank Of America Corp Charlotte, NC

78.2M
Shares

$1.89 Billion
0.32% of portfolio
Ameriprise Financial Inc Minneapolis, MN

12.2M
Shares

$295 Million
0.16% of portfolio
Jpmorgan Chase & CO New York, NY

8.71M
Shares

$211 Million
0.04% of portfolio
Jane Street Group, LLC New York, NY

8.65M
Shares

$209 Million
0.1% of portfolio
Sei Investments CO Oaks, PA

7.75M
Shares

$187 Million
0.51% of portfolio

About SCHWAB SHORT-TERM US TREASURY

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