Creative Planning Schwab Strategic Tr Us Large C Transaction History
Creative Planning
- $101 Billion
- Q3 2024
A detailed history of Creative Planning transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Creative Planning holds 27,919,139 shares of SCHX stock, worth $653 Million. This represents 1.88% of its overall portfolio holdings.
Number of Shares
27,919,139
Previous 28,210,509
1.03%
Holding current value
$653 Million
Previous $1.81 Billion
4.51%
% of portfolio
1.88%
Previous 1.94%
Shares
29 transactions
Others Institutions Holding SCHX
# of Institutions
1,353Shares Held
349MCall Options Held
34.3KPut Options Held
1.2K-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$599 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$482 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$326 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$289 Million1.12% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$249 Million28.24% of portfolio