Creative Planning Schwab Strategic U.S. Mid Cap Transaction History
Creative Planning
- $101 Billion
- Q3 2024
A detailed history of Creative Planning transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Creative Planning holds 9,830,646 shares of SCHM stock, worth $276 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
9,830,646
Previous 10,044,550
2.13%
Holding current value
$276 Million
Previous $782 Million
4.48%
% of portfolio
0.81%
Previous 0.84%
Shares
29 transactions
Others Institutions Holding SCHM
# of Institutions
950Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$728 Million4.42% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$202 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$91.5 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$66.6 Million0.18% of portfolio
-
Cerity Partners LLC New York, NY2.26MShares$63.6 Million0.42% of portfolio