Creative Planning Schwab Strategic Tr Us Large C Transaction History
Creative Planning
- $116 Billion
- Q2 2025
A detailed history of Creative Planning transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Creative Planning holds 81,577,917 shares of SCHX stock, worth $2.06 Billion. This represents 1.72% of its overall portfolio holdings.
Number of Shares
81,577,917
Previous 82,661,328
1.31%
Holding current value
$2.06 Billion
Previous $1.83 Billion
9.24%
% of portfolio
1.72%
Previous 1.72%
Shares
32 transactions
Others Institutions Holding SCHX
# of Institutions
1,552Shares Held
1.13BCall Options Held
68.6KPut Options Held
200-
Us Bancorp \De\206MShares$5.2 Billion6.45% of portfolio
-
Sei Investments CO Oaks, PA36MShares$907 Million1.06% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33.5MShares$845 Million29.75% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO33MShares$831 Million9.79% of portfolio
-
Northwestern Mutual Wealth Management CO27.8MShares$701 Million0.5% of portfolio