Creative Planning Schwab Strategic Tr Intl Divid Transaction History

Creative Planning

$101 Billion
Q3 2024

A detailed history of Creative Planning transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Creative Planning holds 9,966 shares of SCHY stock, worth $237,390. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,966

Holding current value

$237,390

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 11, 2024	BUY	$23.66 - $26.53 $235,795 - $264,397	9,966 New	9,966 $260,000

Others Institutions Holding SCHY

# of Institutions

129

Shares Held

9.75M

Call Options Held

Put Options Held

Cresset Asset Management, LLC Chicago, IL

1.98M
Shares

$47.2 Million
0.2% of portfolio
Summit Asset Management, LLC Memphis, TN

841K
Shares

$20 Million
2.54% of portfolio
Souders Financial Advisors

525K
Shares

$12.5 Million
2.01% of portfolio
Pathstone Family Office, LLC Englewood, NJ

377K
Shares

$8.99 Million
0.06% of portfolio
Envestnet Asset Management Inc

328K
Shares

$7.81 Million
0.0% of portfolio

View Full List

About SCHWAB STRATEGIC TR INTL DIVID

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