Creative Capital Management Investments LLC Schwab Strategic Tr Us Broad M Transaction History
Creative Capital Management Investments LLC
- $221 Million
- Q4 2024
A detailed history of Creative Capital Management Investments LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Creative Capital Management Investments LLC holds 11,802 shares of SCHB stock, worth $258,227. This represents 0.12% of its overall portfolio holdings.
Number of Shares
11,802
Previous 3,934
200.0%
Holding current value
$258,227
Previous $261,000
2.3%
% of portfolio
0.12%
Previous 0.12%
Shares
6 transactions
Others Institutions Holding SCHB
# of Institutions
1,265Shares Held
423MCall Options Held
365KPut Options Held
32.6K-
Betterment LLC New York, NY17.8MShares$389 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$251 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$223 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$204 Million13.85% of portfolio
-
Hengehold Capital Management LLC8.94MShares$196 Million19.23% of portfolio