Creative Planning Schwab Strategic U.S. Mid Cap Transaction History
Creative Planning
- $101 Billion
- Q3 2024
A detailed history of Creative Planning transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Creative Planning holds 9,830,646 shares of SCHM stock, worth $271 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
9,830,646
Previous 10,044,550
2.13%
Holding current value
$271 Million
Previous $782 Million
4.48%
% of portfolio
0.81%
Previous 0.84%
Shares
29 transactions
Others Institutions Holding SCHM
# of Institutions
925Shares Held
96.1MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$586 Million3.68% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$87.7 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$63 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$61.6 Million2.77% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.04MShares$56.4 Million0.38% of portfolio