Creative Capital Management Investments LLC Schwab Strategic Tr Us Emergin Transaction History

Creative Capital Management Investments LLC

$220 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Apr 22, 2024	BUY	$23.83 - $26.11 $953 - $1,044	40 New	40 $0
Q3 2023 Oct 25, 2023	BUY	$23.83 - $26.11 $953 - $1,044	40 New	40 $0

Others Institutions Holding SCHE

# of Institutions

780

Shares Held

141M

Call Options Held

28.1K

Put Options Held

200

Creative Planning Overland Park, KS

21.2M
Shares

$579 Million
0.62% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.2M
Shares

$524 Million
1.15% of portfolio
High Tower Advisors, LLC Chicago, IL

7.81M
Shares

$213 Million
0.33% of portfolio
Us Bancorp \De\

3.81M
Shares

$104 Million
0.14% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

2.84M
Shares

$77.6 Million
4.21% of portfolio

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