Creative One Wealth, LLC Schwab Strategic Tr 5 10 Yr C Transaction History
Creative One Wealth, LLC
- $3 Billion
- Q4 2024
A detailed history of Creative One Wealth, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Creative One Wealth, LLC holds 56,017 shares of SCHI stock, worth $1.25 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
56,017
Previous 11,408
391.03%
Holding current value
$1.25 Million
Previous $526,000
134.98%
% of portfolio
0.04%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SCHI
# of Institutions
219Shares Held
42MCall Options Held
0Put Options Held
0-
River Front Investment Group, LLC Richmond, VA8.16MShares$182 Million4.21% of portfolio
-
Envestnet Asset Management Inc7.51MShares$167 Million0.05% of portfolio
-
Campbell Wealth Management5.68MShares$127 Million11.29% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.39MShares$53.2 Million0.02% of portfolio
-
Royal Bank Of Canada Toronto, A61.16MShares$25.7 Million0.01% of portfolio