A detailed history of Creative Planning transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Creative Planning holds 51,423 shares of SCHK stock, worth $1.47 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
51,423
Previous 48,746 5.49%
Holding current value
$1.47 Million
Previous $2.55 Million 11.49%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 11, 2024

BUY
$49.82 - $55.29 $133,368 - $148,011
2,677 Added 5.49%
51,423 $2.84 Million
Q2 2024

Aug 15, 2024

BUY
$47.83 - $52.72 $301,376 - $332,188
6,301 Added 14.85%
48,746 $2.55 Million
Q1 2024

May 10, 2024

BUY
$45.19 - $50.67 $297,305 - $333,357
6,579 Added 18.34%
42,445 $2.15 Million
Q4 2023

Feb 14, 2024

SELL
$39.52 - $46.21 $19,009 - $22,227
-481 Reduced 1.32%
35,866 $1.65 Million
Q3 2023

Nov 16, 2023

BUY
$41.08 - $44.27 $258,968 - $279,078
6,304 Added 20.98%
36,347 $1.5 Million
Q2 2023

Jul 21, 2023

BUY
$38.96 - $42.79 $186,735 - $205,092
4,793 Added 18.98%
30,043 $1.29 Million
Q1 2023

May 15, 2023

SELL
$36.64 - $40.44 $384,793 - $424,700
-10,502 Reduced 29.37%
25,250 $998,000
Q4 2022

Feb 10, 2023

SELL
$34.56 - $39.43 $141,384 - $161,308
-4,091 Reduced 10.27%
35,752 $1.32 Million
Q3 2022

Nov 03, 2022

BUY
$34.61 - $41.69 $322,530 - $388,509
9,319 Added 30.53%
39,843 $1.38 Million
Q2 2022

Aug 15, 2022

BUY
$35.4 - $44.52 $709,380 - $892,136
20,039 Added 191.12%
30,524 $1.11 Million
Q1 2022

May 16, 2022

BUY
$40.46 - $46.8 $24,761 - $28,641
612 Added 6.2%
10,485 $462,000
Q4 2021

Feb 11, 2022

BUY
$42.49 - $46.85 $179,052 - $197,425
4,214 Added 74.47%
9,873 $460,000
Q3 2021

Nov 10, 2021

SELL
$42.11 - $45.01 $157,701 - $168,562
-3,745 Reduced 39.82%
5,659 $241,000
Q2 2021

Aug 04, 2021

BUY
$39.89 - $42.66 $172,643 - $184,632
4,328 Added 85.26%
9,404 $401,000
Q1 2021

Apr 30, 2021

BUY
$36.87 - $39.72 $187,152 - $201,618
5,076 New
5,076 $200,000

Others Institutions Holding SCHK

About SCHWAB STRATEGIC TR 1000 INDEX


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