A detailed history of Creative Planning transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Creative Planning holds 1,405,860 shares of SCHC stock, worth $50 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,405,860
Previous 1,440,089 2.38%
Holding current value
$50 Million
Previous $50.2 Million 0.17%
% of portfolio
0.06%
Previous 0.06%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024

SELL
$33.2 - $35.86 $1.14 Million - $1.23 Million
-34,229 Reduced 2.38%
1,405,860 $50.3 Million
Q4 2023

Feb 14, 2024

BUY
$30.0 - $35.05 $679,080 - $793,391
22,636 Added 1.6%
1,440,089 $50.2 Million
Q3 2023

Nov 16, 2023

SELL
$32.0 - $35.51 $2.12 Million - $2.35 Million
-66,233 Reduced 4.46%
1,417,453 $45.7 Million
Q2 2023

Jul 21, 2023

BUY
$32.67 - $34.58 $542,779 - $574,512
16,614 Added 1.13%
1,483,686 $50.1 Million
Q1 2023

May 15, 2023

BUY
$31.54 - $34.93 $86,482 - $95,778
2,742 Added 0.19%
1,467,072 $49.5 Million
Q4 2022

Feb 10, 2023

SELL
$29.55 - $32.98 $310,659 - $346,718
-10,513 Reduced 0.71%
1,464,330 $46.1 Million
Q3 2022

Nov 03, 2022

SELL
N/A
-19,780 Reduced 1.32%
1,474,843 $40.9 Million
Q2 2022

Aug 15, 2022

SELL
N/A
-35,720 Reduced 2.33%
1,494,623 $46.7 Million
Q1 2022

May 16, 2022

BUY
N/A
18,471 Added 1.22%
1,530,343 $58.1 Million
Q4 2021

Feb 11, 2022

SELL
N/A
-4,489 Reduced 0.3%
1,511,872 $61.9 Million
Q3 2021

Nov 10, 2021

BUY
N/A
59,382 Added 4.08%
1,516,361 $63 Million
Q2 2021

Aug 04, 2021

SELL
N/A
-13,689 Reduced 0.93%
1,456,979 $60.6 Million
Q1 2021

Apr 30, 2021

SELL
N/A
-12,390 Reduced 0.84%
1,470,668 $58 Million
Q4 2020

Jan 29, 2021

BUY
N/A
205,931 Added 16.12%
1,483,058 $55.8 Million
Q3 2020

Nov 05, 2020

BUY
N/A
146,971 Added 13.0%
1,277,127 $41.5 Million
Q2 2020

Jul 23, 2020

BUY
N/A
204,289 Added 22.06%
1,130,156 $33.4 Million
Q1 2020

May 05, 2020

BUY
N/A
604,077 Added 187.72%
925,867 $22.6 Million
Q4 2019

Jan 30, 2020

BUY
N/A
158,521 Added 97.09%
321,790 $11.2 Million
Q3 2019

Nov 01, 2019

BUY
N/A
38,835 Added 31.21%
163,269 $5.19 Million
Q2 2019

Jul 26, 2019

BUY
N/A
87,848 Added 240.11%
124,434 $4.06 Million
Q1 2019

Apr 24, 2019

BUY
N/A
13,540 Added 58.75%
36,586 $1.18 Million
Q4 2018

Feb 01, 2019

BUY
N/A
2,998 Added 14.95%
23,046 $671,000
Q3 2018

Oct 25, 2018

SELL
N/A
-344 Reduced 1.69%
20,048 $715,000
Q2 2018

Jul 20, 2018

BUY
N/A
3,422 Added 20.16%
20,392 $736,000
Q1 2018

Apr 18, 2018

BUY
N/A
898 Added 5.59%
16,970 $620,000
Q4 2017

Jan 17, 2018

BUY
N/A
2,879 Added 21.82%
16,072 $589,000
Q3 2017

Oct 17, 2017

BUY
N/A
13,193
13,193 $473,000

Others Institutions Holding SCHC

About SCHWAB STRATEGIC TR INTL SMALL


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