Creative One Wealth, LLC Schwab Strategic U.S. Mid Cap Transaction History

Creative One Wealth, LLC

$2.76 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 12, 2022	BUY	$60.91 - $76.4 $178,405 - $223,775	2,929 Added 92.4%	6,099 $383,000
Q1 2022 May 13, 2022	BUY	$70.66 - $80.89 $223,992 - $256,421	3,170 New	3,170 $240,000

Others Institutions Holding SCHM

# of Institutions

980

Shares Held

173M

Call Options Held

8.1K

Put Options Held

3.6K

Financial Engines Advisors L.L.C. Santa Clara, CA

25.9M
Shares

$745 Million
4.42% of portfolio
High Tower Advisors, LLC Chicago, IL

10.1M
Shares

$290 Million
0.39% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$283 Million
0.81% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

7.18M
Shares

$207 Million
6.46% of portfolio
Advisory Alpha, LLC

5.72M
Shares

$164 Million
5.7% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

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