Creative Financial Designs Inc Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Creative Financial Designs Inc holds 62,319 shares of SCHG stock, worth $6.46 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
62,319
Previous 61,563
1.23%
Holding current value
$6.46 Million
Previous $5.71 Million
10.09%
% of portfolio
0.57%
Previous 0.55%
Shares
29 transactions
Others Institutions Holding SCHG
# of Institutions
1,256Shares Held
169MCall Options Held
87.2KPut Options Held
25.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$1.1 Billion2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$1.03 Billion0.36% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$943 Million1.33% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$941 Million11.2% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$465 Million14.61% of portfolio