Creative Financial Designs Inc Schwab Strategic Tr Us Dividen Transaction History
Creative Financial Designs Inc
- $1.38 Billion
- Q3 2025
A detailed history of Creative Financial Designs Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Creative Financial Designs Inc holds 61,864 shares of SCHD stock, worth $1.69 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
61,864
Previous 83,629
26.03%
Holding current value
$1.69 Million
Previous $2.22 Million
23.83%
% of portfolio
0.12%
Previous 0.17%
Shares
25 transactions
Others Institutions Holding SCHD
# of Institutions
2,055Shares Held
872MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio