Creative One Wealth, LLC Schwab Strategic Tr Us Emergin Transaction History

Creative One Wealth, LLC

  • $2.76 Billion
  • Q3 2024

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 16, 2023
BUY
$23.66 - $25.54 $45,687 - $49,317
1,931 Added 1.68%
117,126 $2.89 Million
Q2 2023

Aug 14, 2023
SELL
$23.66 - $25.54 $93,835 - $101,291
-3,966 Reduced 3.33%
115,195 $2.92 Million
Q1 2023

May 15, 2023
BUY
$23.32 - $26.39 $61,541 - $69,643
2,639 Added 2.26%
119,161 $2.92 Million
Q4 2022

Feb 14, 2023
SELL
$21.59 - $24.95 $8,182 - $9,456
-379 Reduced 0.32%
116,522 $2.76 Million
Q3 2022

Nov 14, 2022
BUY
$22.4 - $25.83 $33,532 - $38,667
1,497 Added 1.3%
116,901 $2.62 Million
Q2 2022

Aug 12, 2022
SELL
$24.51 - $28.87 $12,353 - $14,550
-504 Reduced 0.43%
115,404 $2.93 Million
Q1 2022

May 13, 2022
BUY
$25.61 - $30.82 $59,261 - $71,317
2,314 Added 2.04%
115,908 $3.22 Million
Q4 2021

Feb 15, 2022
SELL
$28.68 - $31.96 $184,096 - $205,151
-6,419 Reduced 5.35%
113,594 $3.37 Million
Q3 2021

Nov 16, 2021
BUY
$29.81 - $32.7 $250,344 - $274,614
8,398 Added 7.52%
120,013 $3.66 Million
Q2 2021

Aug 13, 2021
BUY
$31.06 - $33.61 $630,114 - $681,846
20,287 Added 22.21%
111,615 $3.67 Million
Q1 2021

May 17, 2021
BUY
$30.78 - $34.63 $424,887 - $478,032
13,804 Added 17.81%
91,328 $2.9 Million
Q4 2020

Feb 12, 2021
BUY
$26.72 - $30.68 $229,150 - $263,111
8,576 Added 12.44%
77,524 $2.38 Million
Q3 2020

Nov 13, 2020
BUY
$24.69 - $27.71 $598,683 - $671,912
24,248 Added 54.25%
68,948 $1.85 Million
Q2 2020

Aug 13, 2020
BUY
$19.87 - $25.05 $66,246 - $83,516
3,334 Added 8.06%
44,700 $1.09 Million
Q1 2020

May 14, 2020
BUY
$18.68 - $28.22 $772,716 - $1.17 Million
41,366 New
41,366 $856,000
Q2 2019

Aug 15, 2019
SELL
N/A
-10,241 Closed
0 $0
Q1 2019

May 15, 2019
BUY
N/A
10,241 New
10,241 $266,000

Others Institutions Holding SCHE

# of Institutions
785
Shares Held
142M
Call Options Held
28.1K
Put Options Held
200
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

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