Creative Capital Management Investments LLC Schwab Strategic Tr Us Dividen Transaction History
Creative Capital Management Investments LLC
- $191 Million
- Q2 2024
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,656Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$923 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$840 Million0.15% of portfolio
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Morgan Stanley New York, NY9.27MShares$765 Million0.06% of portfolio
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Sumitomo Life Insurance CO8.94MShares$738 Million15.07% of portfolio
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Avantax Advisory Services, Inc.8.27MShares$683 Million4.66% of portfolio