Creative Planning Schwab Strategic Tr Us Dividen Transaction History
Creative Planning
- $101 Billion
- Q3 2024
A detailed history of Creative Planning transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Creative Planning holds 1,341,298 shares of SCHD stock, worth $37.7 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,341,298
Previous 1,316,807
1.86%
Holding current value
$37.7 Million
Previous $102 Million
10.73%
% of portfolio
0.11%
Previous 0.11%
Shares
29 transactions
Others Institutions Holding SCHD
# of Institutions
1,800Shares Held
384MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$753 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$324 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$311 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$259 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$239 Million4.81% of portfolio