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 $642,206. This represents 0.0% of its overall portfolio holdings.

Number of Shares
28,454
Previous 32,627 12.79%
Holding current value
$642,206
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
136M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

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