Creative Planning Schwab Strategic Tr Intl Divid Transaction History
Creative Planning
- $103 Billion
- Q4 2024
A detailed history of Creative Planning transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Creative Planning holds 9,431 shares of SCHY stock, worth $230,210. This represents 0.0% of its overall portfolio holdings.
Number of Shares
9,431
Previous 9,966
5.37%
Holding current value
$230,210
Previous $260,000
16.15%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHY
# of Institutions
135Shares Held
10.5MCall Options Held
0Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL1.88MShares$45.9 Million0.25% of portfolio
-
Summit Asset Management, LLC Memphis, TN669KShares$16.3 Million1.72% of portfolio
-
Envestnet Asset Management Inc607KShares$14.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC496KShares$12.1 Million0.0% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ377KShares$9.21 Million0.06% of portfolio