Creative One Wealth, LLC Schwab Strategic U.S. Reit ETF Transaction History

Creative One Wealth, LLC

$3.35 Billion
Q2 2025

A detailed history of Creative One Wealth, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Creative One Wealth, LLC holds 44,912 shares of SCHH stock, worth $936,864. This represents 0.03% of its overall portfolio holdings.

Number of Shares

44,912

Previous 35,261 27.37%

Holding current value

$936,864

Previous $758,000 25.33%

% of portfolio

0.03%

Previous 0.03%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$18.94 - $21.67 $182,789 - $209,137	9,651 Added 27.37%	44,912 $950,000
Q1 2025 May 14, 2025	BUY	$20.2 - $22.24 $334,835 - $368,650	16,576 Added 88.71%	35,261 $758,000
Q4 2024 Feb 13, 2025	BUY	$20.55 - $23.26 $125,026 - $141,513	6,084 Added 48.28%	18,685 $393,000
Q3 2024 Nov 13, 2024	BUY	$19.78 - $23.53 $5,676 - $6,753	287 Added 2.33%	12,601 $291,000
Q2 2024 Aug 14, 2024	SELL	$18.53 - $20.2 $1,185 - $1,292	-64 Reduced 0.52%	12,314 $246,000
Q1 2024 May 14, 2024	BUY	$19.39 - $20.93 $1,202 - $1,297	62 Added 0.5%	12,378 $251,000
Q4 2023 Feb 09, 2024	SELL	$16.76 - $20.95 $15,905 - $19,881	-949 Reduced 7.15%	12,316 $255,000
Q3 2023 Oct 17, 2023	SELL	$17.52 - $20.27 $12,824 - $14,837	-732 Reduced 5.23%	13,265 $235,000
Q2 2023 Aug 16, 2023	BUY	$18.34 - $19.64 $8,032 - $8,602	438 Added 3.23%	13,997 $274,000
Q2 2023 Aug 14, 2023	SELL	$18.34 - $19.64 $15,350 - $16,438	-837 Reduced 5.81%	13,559 $286,000
Q1 2023 May 15, 2023	BUY	$18.01 - $21.78 $15,866 - $19,188	881 Added 6.52%	14,396 $281,000
Q4 2022 Feb 14, 2023	SELL	$17.68 - $20.46 $5,268 - $6,097	-298 Reduced 2.16%	13,515 $261,000
Q3 2022 Nov 14, 2022	SELL	$18.45 - $23.6 $590 - $755	-32 Reduced 0.23%	13,813 $258,000
Q2 2022 Aug 12, 2022	SELL	$20.18 - $25.97 $39,916 - $51,368	-1,978 Reduced 12.5%	13,845 $292,000
Q1 2022 May 13, 2022	BUY	$22.75 - $26.16 $132,132 - $151,937	5,808 Added 57.99%	15,823 $394,000
Q4 2021 Feb 15, 2022	SELL	$22.99 - $26.35 $135,411 - $155,201	-5,890 Reduced 37.03%	10,015 $528,000
Q3 2021 Nov 16, 2021	BUY	$22.84 - $24.92 $34,191 - $37,305	1,497 Added 10.39%	15,905 $725,000
Q2 2021 Aug 13, 2021	SELL	$20.92 - $23.68 $1.11 Million - $1.25 Million	-52,825 Reduced 78.57%	14,408 $660,000
Q1 2021 May 17, 2021	SELL	$18.25 - $20.79 $557,081 - $634,614	-30,525 Reduced 31.23%	67,233 $2.76 Million
Q4 2020 Feb 12, 2021	SELL	$17.04 - $19.33 $684,820 - $776,853	-40,189 Reduced 29.13%	97,758 $3.71 Million
Q3 2020 Nov 13, 2020	SELL	$16.99 - $18.73 $698,458 - $769,990	-41,110 Reduced 22.96%	137,947 $4.88 Million
Q2 2020 Aug 13, 2020	SELL	$14.77 - $20.35 $366,635 - $505,148	-24,823 Reduced 12.18%	179,057 $6.31 Million
Q1 2020 May 14, 2020	BUY	$13.54 - $24.27 $45,304 - $81,207	3,346 Added 1.67%	203,880 $6.68 Million
Q4 2019 Feb 13, 2020	BUY	$22.24 - $24.07 $170,425 - $184,448	7,663 Added 3.97%	200,534 $9.22 Million
Q3 2019 Nov 13, 2019	BUY	$23.18 - $23.61 $57,347 - $58,411	2,474 Added 1.3%	192,871 $9.1 Million
Q2 2019 Aug 15, 2019	BUY	N/A	8,699 Added 4.79%	190,397 $8.46 Million
Q1 2019 May 15, 2019	SELL	N/A	-7,712 Reduced 4.07%	181,698 $8.07 Million
Q4 2018 Feb 14, 2019	BUY	N/A	12,432 Added 7.02%	189,410 $7.29 Million
Q3 2018 Nov 14, 2018	BUY	N/A	12,532 Added 7.62%	176,978 $7.39 Million
Q2 2018 Aug 14, 2018	BUY	N/A	32,019 Added 24.18%	164,446 $6.87 Million
Q1 2018 May 14, 2018	BUY	N/A	132,427 New	132,427 $5.07 Million

Others Institutions Holding SCHH

# of Institutions

570

Shares Held

178M

Call Options Held

59.3K

Put Options Held

15.1K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
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Creative One Wealth, LLC Schwab Strategic U.S. Reit ETF Transaction History