Creative Financial Designs Inc Schwab Strategic Tr Us Broad M Transaction History
Creative Financial Designs Inc
- $1.11 Billion
- Q2 2024
A detailed history of Creative Financial Designs Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Creative Financial Designs Inc holds 621 shares of SCHB stock, worth $41,128. This represents 0.0% of its overall portfolio holdings.
Number of Shares
621
Previous 621
-0.0%
Holding current value
$41,128
Previous $37,000
5.41%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,146Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.4 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$409 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$311 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$258 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$242 Million18.5% of portfolio