Creative One Wealth, LLC Schwab Strategic Tr Us Large C Transaction History

Creative One Wealth, LLC

  • $2.76 Billion
  • Q3 2024

A detailed history of Creative One Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Creative One Wealth, LLC holds 29,327 shares of SCHV stock, worth $799,747. This represents 0.09% of its overall portfolio holdings.

Number of Shares
29,327
Previous 7,408 295.88%
Holding current value
$799,747
Previous $549,000 329.33%
% of portfolio
0.09%
Previous 0.03%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$73.43 - $80.37 $1.61 Million - $1.76 Million
21,919 Added 295.88%
29,327 $2.36 Million
Q2 2024

Aug 14, 2024
SELL
$71.74 - $75.86 $1.74 Million - $1.84 Million
-24,198 Reduced 76.56%
7,408 $549,000
Q1 2024

May 14, 2024
BUY
$68.82 - $75.98 $1.91 Million - $2.1 Million
27,700 Added 709.17%
31,606 $2.4 Million
Q4 2023

Feb 09, 2024
BUY
$61.16 - $70.24 $238,890 - $274,357
3,906 New
3,906 $274,000
Q2 2023

Aug 16, 2023
SELL
$63.33 - $67.21 $111,144 - $117,953
-1,755 Reduced 5.78%
28,618 $1.92 Million
Q2 2023

Aug 14, 2023
SELL
$63.33 - $67.21 $173,587 - $184,222
-2,741 Reduced 8.28%
30,373 $2.03 Million
Q1 2023

May 15, 2023
BUY
$62.59 - $69.3 $141,828 - $157,033
2,266 Added 7.35%
33,114 $2.17 Million
Q4 2022

Feb 14, 2023
SELL
$59.13 - $69.24 $11,766 - $13,778
-199 Reduced 0.64%
30,848 $2.04 Million
Q3 2022

Nov 14, 2022
BUY
$58.51 - $69.02 $213,854 - $252,268
3,655 Added 13.34%
31,047 $1.82 Million
Q2 2022

Aug 12, 2022
BUY
$60.93 - $72.3 $129,354 - $153,492
2,123 Added 8.4%
27,392 $1.71 Million
Q1 2022

May 13, 2022
BUY
$67.71 - $74.19 $1.07 Million - $1.17 Million
15,792 Added 166.64%
25,269 $1.8 Million
Q4 2021

Feb 15, 2022
BUY
$67.9 - $73.3 $191,681 - $206,925
2,823 Added 42.43%
9,477 $694,000
Q3 2021

Nov 16, 2021
BUY
$66.91 - $71.05 $445,219 - $472,766
6,654 New
6,654 $449,000
Q2 2019

Aug 15, 2019
SELL
N/A
-7,289 Closed
0 $0
Q1 2019

May 15, 2019
BUY
N/A
7,289 New
7,289 $399,000

Others Institutions Holding SCHV

# of Institutions
854
Shares Held
183M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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