Creative Capital Management Investments LLC Schwab Strategic Tr Us Broad M Transaction History

Creative Capital Management Investments LLC

  • $220 Million
  • Q3 2024

A detailed history of Creative Capital Management Investments LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Creative Capital Management Investments LLC holds 3,934 shares of SCHB stock, worth $86,980. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,934
Previous 3,934 -0.0%
Holding current value
$86,980
Previous $247,000 5.67%
% of portfolio
0.12%
Previous 0.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Apr 22, 2024
SELL
$47.08 - $51.7 $55,695 - $61,161
-1,183 Reduced 23.12%
3,934 $203,000
Q2 2023

Jul 25, 2023
SELL
$47.08 - $51.7 $55,695 - $61,161
-1,183 Reduced 23.12%
3,934 $203,000
Q1 2023

Apr 22, 2024
BUY
$44.47 - $49.23 $52,608 - $58,239
1,183 Added 30.07%
5,117 $244,000
Q1 2023

Apr 24, 2023
BUY
$44.47 - $49.23 $222 - $246
5 Added 0.1%
5,117 $244,000
Q4 2022

Jan 12, 2023
BUY
$41.94 - $47.81 $214,397 - $244,404
5,112 New
5,112 $229,000

Others Institutions Holding SCHB

# of Institutions
1,159
Shares Held
168M
Call Options Held
197K
Put Options Held
19.4K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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