Creative Planning Schwab Strategic Tr Us Small C Transaction History
Creative Planning
- $116 Billion
- Q2 2025
A detailed history of Creative Planning transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Creative Planning holds 4,689,773 shares of SCHA stock, worth $121 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,689,773
Previous 4,549,705
3.08%
Holding current value
$121 Million
Previous $107 Million
11.31%
% of portfolio
0.1%
Previous 0.1%
Shares
32 transactions
Others Institutions Holding SCHA
# of Institutions
1,263Shares Held
257MCall Options Held
58.5KPut Options Held
4.8K-
Empower Advisory Group, LLC Greenwood Village, CO33.4MShares$862 Million2.55% of portfolio
-
Bank Of America Corp Charlotte, NC18.1MShares$465 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA14.3MShares$369 Million0.45% of portfolio
-
Personal Capital Advisors Corp10.5MShares$271 Million2.07% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA5.1MShares$131 Million0.26% of portfolio