Creative Planning Schwab Strategic U.S. Mid Cap Call Options Transaction History

Creative Planning

$116 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHM

# of Institutions

1,060

Shares Held

281M

Call Options Held

9.4K

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

60.4M
Shares

$1.78 Billion
3.39% of portfolio
High Tower Advisors, LLC Chicago, IL

10.8M
Shares

$319 Million
0.38% of portfolio
Northwestern Mutual Wealth Management CO

10.3M
Shares

$303 Million
0.21% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

9.47M
Shares

$280 Million
3.22% of portfolio
Advisory Alpha, LLC

8.37M
Shares

$247 Million
7.39% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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