Creative One Wealth, LLC Schwab Intermediate Term Us Tr Transaction History

Creative One Wealth, LLC

  • $2.98 Billion
  • Q1 2025

A detailed history of Creative One Wealth, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Creative One Wealth, LLC holds 258,414 shares of SCHR stock, worth $6.38 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
258,414
Previous 250,666 3.09%
Holding current value
$6.38 Million
Previous $6.09 Million 5.52%
% of portfolio
0.22%
Previous 0.2%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$24.05 - $24.86 $186,339 - $192,615
7,748 Added 3.09%
258,414 $6.42 Million
Q4 2024

Feb 13, 2025
BUY
$24.19 - $50.58 $2.96 Million - $6.2 Million
122,510 Added 95.59%
250,666 $6.09 Million
Q3 2024

Nov 13, 2024
BUY
$48.4 - $50.91 $618,213 - $650,273
12,773 Added 11.07%
128,156 $6.48 Million
Q2 2024

Aug 14, 2024
SELL
$47.85 - $49.0 $587,023 - $601,132
-12,268 Reduced 9.61%
115,383 $5.63 Million
Q1 2024

May 14, 2024
BUY
$48.64 - $49.88 $120,529 - $123,602
2,478 Added 1.98%
127,651 $6.26 Million
Q4 2023

Feb 09, 2024
SELL
$47.09 - $49.87 $200,509 - $212,346
-4,258 Reduced 3.29%
125,173 $6.22 Million
Q3 2023

Oct 17, 2023
SELL
$47.78 - $49.59 $197,570 - $205,054
-4,135 Reduced 3.1%
129,431 $6.21 Million
Q2 2023

Aug 16, 2023
SELL
$49.25 - $50.96 $1.68 Million - $1.74 Million
-34,154 Reduced 20.36%
133,566 $6.58 Million
Q2 2023

Aug 14, 2023
SELL
$49.25 - $50.96 $1.17 Million - $1.21 Million
-23,790 Reduced 12.42%
167,720 $8.65 Million
Q1 2023

May 15, 2023
BUY
$48.55 - $50.78 $519,048 - $542,888
10,691 Added 5.91%
191,510 $9.66 Million
Q4 2022

Feb 14, 2023
BUY
$48.12 - $50.24 $232,467 - $242,709
4,831 Added 2.75%
180,819 $8.9 Million
Q3 2022

Nov 14, 2022
BUY
$48.68 - $52.54 $419,962 - $453,262
8,627 Added 5.15%
175,988 $8.65 Million
Q2 2022

Aug 12, 2022
SELL
$50.08 - $52.78 $3.49 Million - $3.68 Million
-69,663 Reduced 29.39%
167,361 $8.64 Million
Q1 2022

May 13, 2022
BUY
$52.72 - $55.84 $216,573 - $229,390
4,108 Added 1.76%
237,024 $12.6 Million
Q4 2021

Feb 15, 2022
BUY
$55.82 - $56.81 $728,953 - $741,881
13,059 Added 5.94%
232,916 $13.1 Million
Q3 2021

Nov 16, 2021
BUY
$56.59 - $57.62 $1.77 Million - $1.8 Million
31,237 Added 16.56%
219,857 $12.5 Million
Q2 2021

Aug 13, 2021
BUY
$56.38 - $57.16 $2.54 Million - $2.58 Million
45,083 Added 31.41%
188,620 $10.7 Million
Q1 2021

May 17, 2021
BUY
$56.41 - $58.25 $1.7 Million - $1.76 Million
30,154 Added 26.59%
143,537 $8.1 Million
Q4 2020

Feb 12, 2021
BUY
$57.98 - $58.64 $3.11 Million - $3.14 Million
53,603 Added 89.67%
113,383 $6.6 Million
Q3 2020

Nov 13, 2020
BUY
$58.56 - $58.96 $765,320 - $770,548
13,069 Added 27.98%
59,780 $3.51 Million
Q2 2020

Aug 13, 2020
SELL
$58.18 - $58.86 $139,050 - $140,675
-2,390 Reduced 4.87%
46,711 $2.75 Million
Q1 2020

May 14, 2020
BUY
$55.04 - $58.78 $436,357 - $466,007
7,928 Added 19.26%
49,101 $2.89 Million
Q4 2019

Feb 13, 2020
BUY
$54.79 - $56.05 $559,022 - $571,878
10,203 Added 32.94%
41,173 $2.26 Million
Q3 2019

Nov 13, 2019
BUY
$54.92 - $55.68 $317,492 - $321,886
5,781 Added 22.95%
30,970 $1.72 Million
Q2 2019

Aug 15, 2019
BUY
N/A
380 Added 1.53%
25,189 $1.39 Million
Q1 2019

May 15, 2019
BUY
N/A
4,518 Added 22.27%
24,809 $1.33 Million
Q4 2018

Feb 14, 2019
BUY
N/A
1,007 Added 5.22%
20,291 $1.07 Million
Q3 2018

Nov 14, 2018
BUY
N/A
7,313 Added 61.09%
19,284 $999,000
Q2 2018

Aug 14, 2018
BUY
N/A
5,870 Added 96.21%
11,971 $626,000
Q1 2018

May 14, 2018
BUY
N/A
6,101 New
6,101 $320,000

Others Institutions Holding SCHR

# of Institutions
476
Shares Held
360M
Call Options Held
900
Put Options Held
3.05K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
  • Sector ETFs
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More about SCHR
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