Creative Planning Schwab Strategic Tr 1 5 Yr C Transaction History

Creative Planning

  • $101 Billion
  • Q3 2024

A detailed history of Creative Planning transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Creative Planning holds 10,698 shares of SCHJ stock, worth $261,352. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,698
Previous 10,237 4.5%
Holding current value
$261,352
Previous $494,000 7.29%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 11, 2024
BUY
$48.09 - $49.69 $22,169 - $22,907
461 Added 4.5%
10,698 $530,000
Q2 2024

Aug 15, 2024
BUY
$47.73 - $48.35 $93,837 - $95,056
1,966 Added 23.77%
10,237 $494,000
Q1 2024

May 10, 2024
SELL
$48.03 - $48.53 $169,545 - $171,310
-3,530 Reduced 29.91%
8,271 $399,000
Q4 2023

Feb 14, 2024
BUY
$46.51 - $48.38 $145,297 - $151,139
3,124 Added 36.0%
11,801 $570,000
Q3 2023

Nov 16, 2023
SELL
$46.87 - $47.5 $425,673 - $431,395
-9,082 Reduced 51.14%
8,677 $407,000
Q2 2023

Jul 21, 2023
BUY
$47.14 - $47.79 $377,449 - $382,654
8,007 Added 82.11%
17,759 $839,000
Q1 2023

May 15, 2023
BUY
$46.68 - $47.8 $15,264 - $15,630
327 Added 3.47%
9,752 $463,000
Q4 2022

Feb 10, 2023
BUY
$45.76 - $47.27 $29,789 - $30,772
651 Added 7.42%
9,425 $441,000
Q3 2022

Nov 03, 2022
BUY
$46.13 - $48.23 $87,462 - $91,444
1,896 Added 27.57%
8,774 $406,000
Q2 2022

Aug 15, 2022
SELL
$46.81 - $48.49 $2,200 - $2,279
-47 Reduced 0.68%
6,878 $327,000
Q1 2022

May 16, 2022
BUY
$48.35 - $50.5 $73,008 - $76,255
1,510 Added 27.89%
6,925 $336,000
Q4 2021

Feb 11, 2022
BUY
$50.42 - $51.09 $273,024 - $276,652
5,415 New
5,415 $274,000
Q2 2021

Aug 04, 2021
SELL
$50.92 - $51.3 $504,108 - $507,870
-9,900 Closed
0 $0
Q1 2021

Apr 30, 2021
BUY
$50.81 - $51.4 $503,019 - $508,860
9,900 New
9,900 $505,000

Others Institutions Holding SCHJ

# of Institutions
107
Shares Held
3.4M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 1 - 5 YR C

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