Creative Capital Management Investments LLC Schwab Strategic U.S. Mid Cap Transaction History
Creative Capital Management Investments LLC
- $240 Million
- Q2 2025
A detailed history of Creative Capital Management Investments LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Creative Capital Management Investments LLC holds 1,337 shares of SCHM stock, worth $39,775. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,337Holding current value
$39,775% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,041Shares Held
284MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.8 Billion3.39% of portfolio
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Creative Planning Overland Park, KS29.6MShares$881 Million0.72% of portfolio
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High Tower Advisors, LLC Chicago, IL10.6MShares$315 Million0.39% of portfolio
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Northwestern Mutual Wealth Management CO10.3MShares$306 Million0.21% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$282 Million3.22% of portfolio