Creative Capital Management Investments LLC Schwab Strategic Tr Us Large C Transaction History
Creative Capital Management Investments LLC
- $222 Million
- Q1 2025
A detailed history of Creative Capital Management Investments LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Creative Capital Management Investments LLC holds 1,825 shares of SCHG stock, worth $50,388. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,825
Previous 1,825
-0.0%
Holding current value
$50,388
Previous $50,000
10.0%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,498Shares Held
739MCall Options Held
327KPut Options Held
193K-
Envestnet Asset Management Inc48.3MShares$1.33 Billion0.4% of portfolio
-
Sei Investments CO Oaks, PA41.2MShares$1.14 Billion1.38% of portfolio
-
Mather Group, Llc. Chicago, IL40.5MShares$1.12 Billion11.8% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.05 Billion2.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.6MShares$679 Million0.25% of portfolio