Creative Capital Management Investments LLC Schwab Strategic U.S. Reit ETF 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	$17.52 - $20.27 $245 - $283	14 New	14 $0
Q3 2023 Oct 25, 2023	BUY	$17.52 - $20.27 $245 - $283	14 New	14 $0

Others Institutions Holding SCHH

# of Institutions

532

Shares Held

175M

Call Options Held

22.2K

Put Options Held

84.6K

Financial Engines Advisors L.L.C. Santa Clara, CA

52.9M
Shares

$1.22 Billion
2.52% of portfolio
Us Bancorp \De\

27.6M
Shares

$638 Million
0.83% of portfolio
Creative Planning Overland Park, KS

25.7M
Shares

$594 Million
0.59% of portfolio
Northwestern Mutual Wealth Management CO

7.55M
Shares

$174 Million
0.16% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.98M
Shares

$161 Million
0.58% of portfolio

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

More about SCHH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Capital Management Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Creative Capital Management Investments LLC with notifications on news.

Account