Creative Capital Management Investments LLC Schwab Strategic Tr Us Large C Transaction History
Creative Capital Management Investments LLC
- $220 Million
- Q3 2024
A detailed history of Creative Capital Management Investments LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Creative Capital Management Investments LLC holds 456 shares of SCHG stock, worth $12,188. This represents 0.02% of its overall portfolio holdings.
Number of Shares
456
Previous 456
-0.0%
Holding current value
$12,188
Previous $45,000
4.44%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,278Shares Held
172MCall Options Held
87.6KPut Options Held
27.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$284 Million2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$267 Million0.36% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$261 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$243 Million1.33% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$120 Million14.61% of portfolio