Creative Capital Management Investments LLC Schwab Strategic Tr Us Large C 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	$50.36 - $54.21 $1,863 - $2,005	37 New	37 $1,000
Q3 2023 Oct 25, 2023	BUY	$50.36 - $54.21 $1,863 - $2,005	37 New	37 $1,000

Others Institutions Holding SCHX

# of Institutions

1,353

Shares Held

349M

Call Options Held

34.3K

Put Options Held

1.2K

Creative Planning Overland Park, KS

27.9M
Shares

$653 Million
1.88% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

25.6M
Shares

$599 Million
18.81% of portfolio
Us Bancorp \De\

20.6M
Shares

$482 Million
1.81% of portfolio
Mercer Global Advisors Inc Denver, CO

13.9M
Shares

$326 Million
2.07% of portfolio
Sei Investments CO Oaks, PA

12.4M
Shares

$289 Million
1.12% of portfolio

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