Skip to content
Disclosery

Crewe Advisors LLC: SCHX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Crewe Advisors LLC on SCHX, newest first. How the timeline and the estimate are built.

Crewe Advisors LLC held 45,910 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,910 shares
    Change vs previous 13F +19 shares

    0.1% of the 13F portfolio, value $1,351,137.

    13F-HR 0001730033-26-000003 filed by Crewe Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 45,891 shares
    Change vs previous 13F +480 shares

    0.1% of the 13F portfolio, value $1,176,651.

    13F-HR 0001730033-26-000002 filed by Crewe Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 45,411 shares
    Change vs previous 13F -3,961 shares

    0.11% of the 13F portfolio, value $1,222,014.

    13F-HR 0001730033-26-000001 filed by Crewe Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 49,372 shares
    Change vs previous 13F +492 shares

    0.12% of the 13F portfolio, value $1,300,456.

    13F-HR 0001730033-25-000006 filed by Crewe Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 48,880 shares
    Change vs previous 13F +259 shares

    0.17% of the 13F portfolio, value $1,194,620.

    13F-HR 0001730033-25-000004 filed by Crewe Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 48,621 shares
    Change vs previous 13F +1,902 shares

    0.15% of the 13F portfolio, value $1,073,543.

    13F-HR 0001730033-25-000002 filed by Crewe Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 46,719 shares
    Change vs previous 13F +31,157 shares

    0.15% of the 13F portfolio, value $1,082,940.

    13F-HR 0001730033-25-000001 filed by Crewe Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 15,562 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,055,852.

    13F-HR 0001730033-24-000005 filed by Crewe Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).