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

Creative One Wealth, LLC

  • $2.51 Billion
  • Q1 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 7,373 shares of SCHX stock, worth $478,139. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,373
Holding current value
$478,139
% of portfolio
0.02%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$55.41 - $62.08 $408,537 - $457,715
7,373 New
7,373 $458,000
Q2 2023

Aug 16, 2023
BUY
$47.67 - $52.37 $19,497 - $21,419
409 Added 4.81%
8,906 $466,000
Q2 2023

Aug 14, 2023
SELL
$47.67 - $52.37 $16,112 - $17,701
-338 Reduced 3.83%
8,497 $432,000
Q1 2023

May 15, 2023
BUY
$44.78 - $49.41 $23,330 - $25,742
521 Added 6.27%
8,835 $427,000
Q4 2022

Feb 14, 2023
SELL
$44.01 - $48.16 $14,303 - $15,651
-325 Reduced 3.76%
8,314 $375,000
Q3 2022

Nov 14, 2022
BUY
N/A
22 Added 0.26%
8,639 $366,000
Q2 2022

Aug 12, 2022
BUY
N/A
517 Added 6.38%
8,617 $385,000
Q1 2022

May 13, 2022
BUY
N/A
4,159 Added 105.53%
8,100 $436,000
Q4 2021

Feb 15, 2022
SELL
N/A
-837 Reduced 17.52%
3,941 $449,000
Q3 2021

Nov 16, 2021
SELL
N/A
-103 Reduced 2.11%
4,778 $497,000
Q2 2021

Aug 13, 2021
BUY
N/A
75 Added 1.56%
4,881 $507,000
Q1 2021

May 17, 2021
BUY
N/A
4,806 New
4,806 $462,000
Q1 2020

May 14, 2020
SELL
N/A
-14,836 Closed
0 $0
Q4 2019

Feb 13, 2020
BUY
N/A
598 Added 4.2%
14,836 $1.14 Million
Q3 2019

Nov 13, 2019
BUY
N/A
309 Added 2.22%
14,238 $1.01 Million
Q2 2019

Aug 15, 2019
BUY
N/A
1,425 Added 11.4%
13,929 $978,000
Q1 2019

May 15, 2019
BUY
N/A
4,350 Added 53.35%
12,504 $845,000
Q4 2018

Feb 14, 2019
BUY
N/A
388 Added 5.0%
8,154 $487,000
Q3 2018

Nov 14, 2018
BUY
N/A
7,766 New
7,766 $540,000

Others Institutions Holding SCHX

# of Institutions
1,258
Shares Held
426M
Call Options Held
40.4K
Put Options Held
1.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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