Creative One Wealth, LLC Schwab Strategic Tr Us Small C Transaction History
Creative One Wealth, LLC
- $2.51 Billion
- Q1 2024
A detailed history of Creative One Wealth, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Creative One Wealth, LLC holds 7,472 shares of SCHA stock, worth $352,379. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,472
Previous 4,789
56.02%
Holding current value
$352,379
Previous $226,000
62.83%
% of portfolio
0.01%
Previous 0.01%
Shares
15 transactions
Others Institutions Holding SCHA
# of Institutions
1,103Shares Held
225MCall Options Held
56KPut Options Held
25.6K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA76.4MShares$3.6 Billion5.17% of portfolio
-
Bank Of America Corp Charlotte, NC21.3MShares$1.01 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$556 Million2.17% of portfolio
-
Personal Capital Advisors Corp10.5MShares$496 Million2.07% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA8.61MShares$406 Million0.1% of portfolio