Creative Planning Schwab Strategic Tr Us Dividen Transaction History
Creative Planning
- $101 Billion
- Q3 2024
A detailed history of Creative Planning transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Creative Planning holds 1,341,298 shares of SCHD stock, worth $38.4 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,341,298
Previous 1,316,807
1.86%
Holding current value
$38.4 Million
Previous $102 Million
10.73%
% of portfolio
0.11%
Previous 0.11%
Shares
29 transactions
Others Institutions Holding SCHD
# of Institutions
1,752Shares Held
275MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$330 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$264 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$256 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$243 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$212 Million0.05% of portfolio