Creative Planning Schwab Strategic Tr Us Small C Transaction History

Creative Planning

  • $129 Billion
  • Q3 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 4,678,377 shares of SCHA stock, worth $128 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,678,377
Previous 4,689,773 0.24%
Holding current value
$128 Million
Previous $119 Million 10.01%
% of portfolio
0.1%
Previous 0.1%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$25.29 - $28.33 $288,204 - $322,848
-11,396 Reduced 0.24%
4,678,377 $131 Million
Q2 2025

Aug 08, 2025
BUY
$20.42 - $25.3 $2.86 Million - $3.54 Million
140,068 Added 3.08%
4,689,773 $119 Million
Q1 2025

May 15, 2025
BUY
$23.16 - $27.04 $582,427 - $680,001
25,148 Added 0.56%
4,549,705 $107 Million
Q4 2024

Feb 14, 2025
BUY
$25.33 - $51.16 $55.5 Million - $112 Million
2,191,247 Added 93.91%
4,524,557 $117 Million
Q3 2024

Oct 11, 2024
SELL
$46.9 - $51.96 $1.51 Million - $1.67 Million
-32,203 Reduced 1.36%
2,333,310 $120 Million
Q2 2024

Aug 15, 2024
SELL
$45.24 - $49.04 $2.44 Million - $2.65 Million
-54,026 Reduced 2.23%
2,365,513 $112 Million
Q1 2024

May 10, 2024
SELL
$44.84 - $49.24 $4.18 Million - $4.59 Million
-93,193 Reduced 3.71%
2,419,539 $119 Million
Q4 2023

Feb 14, 2024
BUY
$38.13 - $48.02 $2.61 Million - $3.28 Million
68,326 Added 2.8%
2,512,732 $119 Million
Q3 2023

Nov 16, 2023
BUY
$40.85 - $46.1 $23.9 Million - $27 Million
584,906 Added 31.46%
2,444,406 $101 Million
Q2 2023

Jul 21, 2023
BUY
$39.91 - $43.82 $2.65 Million - $2.91 Million
66,448 Added 3.71%
1,859,500 $81.4 Million
Q1 2023

May 15, 2023
SELL
$39.82 - $46.36 $145,502 - $169,399
-3,654 Reduced 0.2%
1,793,052 $75.2 Million
Q4 2022

Feb 10, 2023
BUY
$38.25 - $43.54 $2.89 Million - $3.29 Million
75,607 Added 4.39%
1,796,706 $72.8 Million
Q3 2022

Nov 03, 2022
BUY
$37.65 - $45.9 $6.8 Million - $8.29 Million
180,564 Added 11.72%
1,721,099 $65.1 Million
Q2 2022

Aug 15, 2022
BUY
$37.88 - $48.01 $10.4 Million - $13.2 Million
274,420 Added 21.67%
1,540,535 $60.1 Million
Q1 2022

May 16, 2022
BUY
$44.42 - $51.73 $29.8 Million - $34.7 Million
670,143 Added 112.45%
1,266,115 $60 Million
Q4 2021

Feb 11, 2022
SELL
$48.64 - $55.07 $1.55 Million - $1.76 Million
-31,921 Reduced 5.08%
595,972 $61 Million
Q3 2021

Nov 10, 2021
BUY
$48.3 - $52.49 $2.88 Million - $3.13 Million
59,692 Added 10.51%
627,893 $62.9 Million
Q2 2021

Aug 04, 2021
SELL
$48.39 - $52.91 $621,908 - $679,999
-12,852 Reduced 2.21%
568,201 $59.2 Million
Q1 2021

Apr 30, 2021
BUY
$43.89 - $52.63 $441,621 - $529,563
10,062 Added 1.76%
581,053 $57.9 Million
Q4 2020

Jan 29, 2021
SELL
$34.66 - $45.17 $53,584 - $69,832
-1,546 Reduced 0.27%
570,991 $50.8 Million
Q3 2020

Nov 05, 2020
BUY
$32.09 - $36.38 $3.51 Million - $3.97 Million
109,255 Added 23.58%
572,537 $39.1 Million
Q2 2020

Jul 23, 2020
BUY
$23.59 - $35.22 $2.44 Million - $3.64 Million
103,435 Added 28.74%
463,282 $30.3 Million
Q1 2020

May 05, 2020
BUY
$22.29 - $38.7 $3.68 Million - $6.39 Million
165,096 Added 84.77%
359,847 $18.5 Million
Q4 2019

Jan 30, 2020
BUY
$33.63 - $38.03 $468,936 - $530,290
13,944 Added 7.71%
194,751 $14.7 Million
Q3 2019

Nov 01, 2019
BUY
$34.78 - $36.12 $789,853 - $820,285
22,710 Added 14.36%
180,807 $12.6 Million
Q2 2019

Jul 26, 2019
BUY
N/A
70,612 Added 80.71%
158,097 $11.3 Million
Q1 2019

Apr 24, 2019
BUY
N/A
12,748 Added 17.06%
87,485 $6.12 Million
Q4 2018

Feb 01, 2019
BUY
N/A
1,212 Added 1.65%
74,737 $4.54 Million
Q3 2018

Oct 25, 2018
SELL
N/A
-7,913 Reduced 9.72%
73,525 $5.6 Million
Q2 2018

Jul 20, 2018
BUY
N/A
13,727 Added 20.27%
81,438 $5.99 Million
Q1 2018

Apr 18, 2018
BUY
N/A
3,331 Added 5.17%
67,711 $4.68 Million
Q4 2017

Jan 17, 2018
BUY
N/A
8,606 Added 15.43%
64,380 $4.49 Million
Q3 2017

Oct 17, 2017
BUY
N/A
55,774
55,774 $3.76 Million

Others Institutions Holding SCHA

# of Institutions
1,324
Shares Held
261M
Call Options Held
104K
Put Options Held
2.1K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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