Creative Planning Schwab Strategic Tr 5 10 Yr C Transaction History

Creative Planning

  • $101 Billion
  • Q3 2024

A detailed history of Creative Planning transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Creative Planning holds 28,454 shares of SCHI stock, worth $627,979. This represents 0.0% of its overall portfolio holdings.

Number of Shares
28,454
Previous 32,627 12.79%
Holding current value
$627,979
Previous $1.44 Million 8.69%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024
SELL
$43.73 - $46.29 $182,485 - $193,168
-4,173 Reduced 12.79%
28,454 $1.31 Million
Q2 2024

Aug 15, 2024
BUY
$43.11 - $44.42 $708,685 - $730,220
16,439 Added 101.55%
32,627 $1.44 Million
Q1 2024

May 10, 2024
BUY
$43.87 - $44.99 $117,834 - $120,843
2,686 Added 19.89%
16,188 $720,000
Q4 2023

Feb 14, 2024
BUY
$40.96 - $45.17 $163,553 - $180,363
3,993 Added 41.99%
13,502 $606,000
Q3 2023

Nov 16, 2023
BUY
$42.12 - $44.19 $400,519 - $420,202
9,509 New
9,509 $401,000
Q4 2021

Feb 11, 2022
SELL
$51.18 - $52.35 $348,586 - $356,555
-6,811 Closed
0 $0
Q3 2021

Nov 10, 2021
BUY
$52.2 - $53.14 $355,534 - $361,936
6,811 New
6,811 $356,000

Others Institutions Holding SCHI

# of Institutions
195
Shares Held
19.4M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

SCHI Quotes by TradingView
  • Ticker SCHI
  • Sector ETFs
  • Industry ETFs
More about SCHI
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email