Creative Planning Schwab Strategic Tr 1 5 Yr C Transaction History

Creative Planning

$106 Billion
Q1 2025

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 20,551 shares of SCHJ stock, worth $508,842. This represents 0.0% of its overall portfolio holdings.

Number of Shares

20,551

Previous 21,547 4.62%

Holding current value

$508,842

Previous $525,000 3.62%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$24.29 - $24.65 $24,192 - $24,551	-996 Reduced 4.62%	20,551 $506,000
Q4 2024 Feb 14, 2025	BUY	$24.31 - $49.53 $263,739 - $537,350	10,849 Added 101.41%	21,547 $525,000
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

130

Shares Held

7.69M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 1 - 5 YR C

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Creative Planning Schwab Strategic Tr 1 5 Yr C Transaction History