Creative Capital Management Investments LLC Schwab Strategic Tr Us Broad M Transaction History
Creative Capital Management Investments LLC
- $179 Million
- Q1 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 3,934 shares of SCHB stock, worth $251,500. This represents 0.13% of its overall portfolio holdings.
Number of Shares
3,934
Previous 3,934
-0.0%
Holding current value
$251,500
Previous $219,000
9.59%
% of portfolio
0.13%
Previous 0.14%
Shares
5 transactions
Others Institutions Holding SCHB
# of Institutions
1,123Shares Held
160MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.4 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$404 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$257 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.6MShares$230 Million18.06% of portfolio
-
Evensky & Katz LLC3.4MShares$217 Million14.63% of portfolio