Creative Financial Designs Inc Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Creative Financial Designs Inc holds 211,635 shares of SCHG stock, worth $6.83 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
211,635
Previous 214,833
1.49%
Holding current value
$6.83 Million
Previous $6.28 Million
7.62%
% of portfolio
0.49%
Previous 0.49%
Shares
34 transactions
Others Institutions Holding SCHG
# of Institutions
1,682Shares Held
854MCall Options Held
543KPut Options Held
113K-
Envestnet Asset Management Inc61.9MShares$2 Billion0.61% of portfolio
-
Sei Investments CO Oaks, PA44.5MShares$1.43 Billion1.58% of portfolio
-
Mather Group, Llc. Chicago, IL42.2MShares$1.36 Billion13.71% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA35.6MShares$1.15 Billion2.17% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA34.5MShares$1.11 Billion0.18% of portfolio