Creative Planning Schwab Strategic U.S. Mid Cap Transaction History
Creative Planning
- $106 Billion
- Q1 2025
A detailed history of Creative Planning transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Creative Planning holds 28,918,993 shares of SCHM stock, worth $838 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
28,918,993
Previous 28,594,739
1.13%
Holding current value
$838 Million
Previous $792 Million
4.38%
% of portfolio
0.72%
Previous 0.77%
Shares
31 transactions
Others Institutions Holding SCHM
# of Institutions
1,022Shares Held
283MCall Options Held
45.7KPut Options Held
5.47K-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.7 Billion3.31% of portfolio
-
High Tower Advisors, LLC Chicago, IL10MShares$291 Million0.37% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO8.87MShares$257 Million3.25% of portfolio
-
Northwestern Mutual Wealth Management CO8.2MShares$238 Million0.18% of portfolio
-
Advisory Alpha, LLC7.3MShares$212 Million6.56% of portfolio