Creative Planning Schwab Strategic Tr Us Large C Transaction History

Creative Planning

  • $90.1 Billion
  • Q1 2024

A detailed history of Creative Planning transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Creative Planning holds 28,336,959 shares of SCHX stock, worth $1.77 Billion. This represents 1.95% of its overall portfolio holdings.

Number of Shares
28,336,959
Previous 28,835,909 1.73%
Holding current value
$1.77 Billion
Previous $1.63 Billion 8.13%
% of portfolio
1.95%
Previous 1.95%

Shares

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

May 10, 2024
SELL
$55.41 - $62.08 $27.6 Million - $31 Million
-498,950 Reduced 1.73%
28,336,959 $1.76 Billion
Q4 2023

Feb 14, 2024
SELL
$48.47 - $56.6 $5.4 Million - $6.3 Million
-111,338 Reduced 0.38%
28,835,909 $1.63 Billion
Q3 2023

Nov 16, 2023
SELL
$50.36 - $54.21 $5.78 Million - $6.22 Million
-114,755 Reduced 0.39%
28,947,247 $1.46 Billion
Q2 2023

Jul 21, 2023
SELL
$47.67 - $52.37 $18.3 Million - $20.2 Million
-384,922 Reduced 1.31%
29,062,002 $1.52 Billion
Q1 2023

May 15, 2023
SELL
$44.78 - $49.41 $53.5 Million - $59 Million
-1,194,579 Reduced 3.9%
29,446,924 $1.42 Billion
Q4 2022

Feb 10, 2023
BUY
$44.01 - $48.16 $271 Million - $297 Million
6,159,172 Added 25.16%
30,641,503 $1.38 Billion
Q3 2022

Nov 03, 2022
BUY
N/A
9,451,255 Added 62.88%
24,482,331 $1.04 Billion
Q2 2022

Aug 15, 2022
BUY
N/A
5,175,960 Added 52.52%
15,031,076 $671 Million
Q1 2022

May 16, 2022
BUY
N/A
6,214,640 Added 170.71%
9,855,116 $531 Million
Q4 2021

Feb 11, 2022
BUY
N/A
78,092 Added 2.19%
3,640,476 $414 Million
Q3 2021

Nov 10, 2021
BUY
N/A
79,620 Added 2.29%
3,562,384 $371 Million
Q2 2021

Aug 04, 2021
SELL
N/A
-90,676 Reduced 2.54%
3,482,764 $362 Million
Q1 2021

Apr 30, 2021
SELL
N/A
-22,605 Reduced 0.63%
3,573,440 $343 Million
Q4 2020

Jan 29, 2021
BUY
N/A
66,010 Added 1.87%
3,596,045 $327 Million
Q3 2020

Nov 05, 2020
SELL
N/A
-56,138 Reduced 1.57%
3,530,035 $285 Million
Q2 2020

Jul 23, 2020
BUY
N/A
117,828 Added 3.4%
3,586,173 $266 Million
Q1 2020

May 05, 2020
BUY
N/A
913,681 Added 35.77%
3,468,345 $212 Million
Q4 2019

Jan 30, 2020
SELL
N/A
-67,041 Reduced 2.56%
2,554,664 $196 Million
Q3 2019

Nov 01, 2019
SELL
N/A
-10,849 Reduced 0.41%
2,621,705 $186 Million
Q2 2019

Jul 26, 2019
BUY
N/A
41,226 Added 1.59%
2,632,554 $185 Million
Q1 2019

Apr 24, 2019
BUY
N/A
149,489 Added 6.12%
2,591,328 $175 Million
Q4 2018

Feb 01, 2019
BUY
N/A
624,065 Added 34.33%
2,441,839 $146 Million
Q3 2018

Oct 25, 2018
SELL
N/A
-13,853 Reduced 0.76%
1,817,774 $126 Million
Q2 2018

Jul 20, 2018
SELL
N/A
-423,956 Reduced 18.8%
1,831,627 $119 Million
Q1 2018

Apr 18, 2018
BUY
N/A
832,313 Added 58.48%
2,255,583 $142 Million
Q4 2017

Jan 17, 2018
BUY
N/A
6,665 Added 0.47%
1,423,270 $90.8 Million
Q3 2017

Oct 17, 2017
BUY
N/A
1,416,605
1,416,605 $85.1 Million

Others Institutions Holding SCHX

# of Institutions
1,254
Shares Held
427M
Call Options Held
40.4K
Put Options Held
1.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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