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 7,522 shares of SCHX stock, worth $176,014. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,522
Previous 6,376 17.97%
Holding current value
$176,014
Previous $410,000 24.39%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 13, 2024
BUY
$61.11 - $67.85 $70,032 - $77,756
1,146 Added 17.97%
7,522 $510,000
Q2 2024

Aug 14, 2024
SELL
$58.7 - $64.78 $58,523 - $64,585
-997 Reduced 13.52%
6,376 $410,000
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
$42.25 - $48.16 $13,731 - $15,651
-325 Reduced 3.76%
8,314 $375,000
Q3 2022

Nov 14, 2022
BUY
$42.35 - $51.01 $931 - $1,122
22 Added 0.26%
8,639 $366,000
Q2 2022

Aug 12, 2022
BUY
$43.35 - $54.51 $22,411 - $28,181
517 Added 6.38%
8,617 $385,000
Q1 2022

May 13, 2022
BUY
$49.51 - $57.27 $205,912 - $238,185
4,159 Added 105.53%
8,100 $436,000
Q4 2021

Feb 15, 2022
SELL
$51.9 - $57.29 $43,440 - $47,951
-837 Reduced 17.52%
3,941 $449,000
Q3 2021

Nov 16, 2021
SELL
$51.52 - $54.94 $5,306 - $5,658
-103 Reduced 2.11%
4,778 $497,000
Q2 2021

Aug 13, 2021
BUY
$48.62 - $52.01 $3,646 - $3,900
75 Added 1.56%
4,881 $507,000
Q1 2021

May 17, 2021
BUY
$44.9 - $48.34 $215,789 - $232,322
4,806 New
4,806 $462,000
Q1 2020

May 14, 2020
SELL
$26.61 - $40.52 $394,785 - $601,154
-14,836 Closed
0 $0
Q4 2019

Feb 13, 2020
BUY
$34.42 - $38.54 $20,583 - $23,046
598 Added 4.2%
14,836 $1.14 Million
Q3 2019

Nov 13, 2019
BUY
$35.28 - $36.01 $10,901 - $11,127
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
1,353
Shares Held
349M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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