Creative One Wealth, LLC Schwab Strategic Tr Us Broad M Transaction History

Creative One Wealth, LLC

  • $3.35 Billion
  • Q2 2025

A detailed history of Creative One Wealth, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Creative One Wealth, LLC holds 13,713 shares of SCHB stock, worth $355,578. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,713
Previous 9,336 46.88%
Holding current value
$355,578
Previous $201,000 62.19%
% of portfolio
0.01%
Previous 0.01%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
$19.1 - $23.83 $83,600 - $104,303
4,377 Added 46.88%
13,713 $326,000
Q1 2025

May 14, 2025
BUY
$21.23 - $23.75 $2,929 - $3,277
138 Added 1.5%
9,336 $201,000
Q4 2024

Feb 13, 2025
BUY
$22.01 - $66.82 $129,462 - $393,035
5,882 Added 177.38%
9,198 $208,000
Q3 2024

Nov 13, 2024
SELL
$59.93 - $66.52 $659 - $731
-11 Reduced 0.33%
3,316 $220,000
Q2 2024

Aug 14, 2024
SELL
$57.57 - $63.3 $115,600 - $127,106
-2,008 Reduced 37.64%
3,327 $209,000
Q1 2024

May 14, 2024
BUY
$54.61 - $61.05 $21,024 - $23,504
385 Added 7.78%
5,335 $326,000
Q4 2023

Feb 09, 2024
BUY
$47.61 - $55.91 $235,669 - $276,754
4,950 New
4,950 $276,000
Q2 2023

Aug 16, 2023
SELL
$47.08 - $51.7 $147,784 - $162,286
-3,139 Reduced 43.62%
4,057 $210,000
Q2 2023

Aug 14, 2023
SELL
$47.08 - $51.7 $1,035 - $1,137
-22 Reduced 0.3%
7,196 $338,000
Q1 2023

May 15, 2023
SELL
$44.47 - $49.23 $83,514 - $92,453
-1,878 Reduced 20.65%
7,218 $345,000
Q4 2022

Feb 14, 2023
BUY
$41.94 - $47.81 $79,476 - $90,599
1,895 Added 26.32%
9,096 $408,000
Q3 2022

Nov 14, 2022
BUY
$41.99 - $50.63 $209 - $253
5 Added 0.07%
7,201 $302,000
Q2 2022

Aug 12, 2022
BUY
$42.93 - $53.98 $13,007 - $16,355
303 Added 4.4%
7,196 $318,000
Q1 2022

May 13, 2022
BUY
$49.15 - $56.85 $173,401 - $200,566
3,528 Added 104.84%
6,893 $368,000
Q4 2021

Feb 15, 2022
SELL
$51.87 - $56.86 $7,365 - $8,074
-142 Reduced 4.05%
3,365 $380,000
Q3 2021

Nov 16, 2021
BUY
$51.32 - $54.83 $5,593 - $5,976
109 Added 3.21%
3,507 $364,000
Q2 2021

Aug 13, 2021
SELL
$48.92 - $52.14 $15,067 - $16,059
-308 Reduced 8.31%
3,398 $354,000
Q1 2021

May 17, 2021
BUY
$44.89 - $48.81 $14,409 - $15,668
321 Added 9.48%
3,706 $358,000
Q4 2020

Feb 12, 2021
BUY
$39.03 - $45.5 $132,116 - $154,017
3,385 New
3,385 $308,000
Q3 2019

Nov 13, 2019
SELL
$35.32 - $36.13 $162,048 - $165,764
-4,588 Closed
0 $0
Q2 2019

Aug 15, 2019
SELL
N/A
-2,763 Reduced 37.59%
4,588 $324,000
Q1 2019

May 15, 2019
BUY
N/A
7,351 New
7,351 $500,000

Others Institutions Holding SCHB

# of Institutions
1,351
Shares Held
569M
Call Options Held
500K
Put Options Held
12.1K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Creative One Wealth, LLC Portfolio

Follow Creative One Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative One Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Creative One Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email