Creative Planning Schwab Intermediate Term Us Tr Transaction History

Creative Planning

  • $129 Billion
  • Q3 2025

A detailed history of Creative Planning transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Creative Planning holds 1,118,687 shares of SCHR stock, worth $28.1 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,118,687
Previous 1,059,114 5.62%
Holding current value
$28.1 Million
Previous $26.5 Million 6.05%
% of portfolio
0.02%
Previous 0.02%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$24.69 - $25.26 $1.47 Million - $1.5 Million
59,573 Added 5.62%
1,118,687 $28.1 Million
Q2 2025

Aug 08, 2025
SELL
$24.54 - $25.07 $1.64 Million - $1.68 Million
-66,962 Reduced 5.95%
1,059,114 $26.5 Million
Q1 2025

May 15, 2025
SELL
$24.05 - $24.86 $2.4 Million - $2.48 Million
-99,787 Reduced 8.14%
1,126,076 $28 Million
Q4 2024

Feb 14, 2025
BUY
$24.19 - $50.58 $12.6 Million - $26.4 Million
521,466 Added 74.03%
1,225,863 $29.8 Million
Q3 2024

Oct 11, 2024
SELL
$48.4 - $50.91 $5.22 Million - $5.49 Million
-107,846 Reduced 13.28%
704,397 $35.6 Million
Q2 2024

Aug 15, 2024
SELL
$47.85 - $49.0 $22.8 Million - $23.4 Million
-476,594 Reduced 36.98%
812,243 $39.6 Million
Q1 2024

May 10, 2024
SELL
$48.64 - $49.88 $14.4 Million - $14.8 Million
-295,716 Reduced 18.66%
1,288,837 $63.2 Million
Q4 2023

Feb 14, 2024
SELL
$47.09 - $49.87 $1.01 Million - $1.07 Million
-21,400 Reduced 1.33%
1,584,553 $78.8 Million
Q3 2023

Nov 16, 2023
BUY
$47.78 - $49.59 $59.6 Million - $61.9 Million
1,247,751 Added 348.34%
1,605,953 $77 Million
Q2 2023

Jul 21, 2023
SELL
$49.25 - $50.96 $344,799 - $356,770
-7,001 Reduced 1.92%
358,202 $17.7 Million
Q1 2023

May 15, 2023
BUY
$48.55 - $50.78 $9.14 Million - $9.56 Million
188,192 Added 106.32%
365,203 $18.4 Million
Q4 2022

Feb 10, 2023
SELL
$48.12 - $50.24 $314,367 - $328,217
-6,533 Reduced 3.56%
177,011 $8.71 Million
Q3 2022

Nov 03, 2022
SELL
$48.68 - $52.54 $962,160 - $1.04 Million
-19,765 Reduced 9.72%
183,544 $9.02 Million
Q2 2022

Aug 15, 2022
SELL
$50.08 - $52.78 $2.05 Million - $2.16 Million
-40,946 Reduced 16.76%
203,309 $10.5 Million
Q1 2022

May 16, 2022
SELL
$52.72 - $55.84 $4.19 Million - $4.44 Million
-79,556 Reduced 24.57%
244,255 $13 Million
Q4 2021

Feb 11, 2022
SELL
$55.82 - $56.81 $2.9 Million - $2.95 Million
-51,865 Reduced 13.81%
323,811 $18.2 Million
Q3 2021

Nov 10, 2021
BUY
$56.59 - $57.62 $1.35 Million - $1.37 Million
23,793 Added 6.76%
375,676 $21.3 Million
Q2 2021

Aug 04, 2021
SELL
$56.38 - $57.16 $1.84 Million - $1.87 Million
-32,661 Reduced 8.49%
351,883 $20 Million
Q1 2021

Apr 30, 2021
SELL
$56.41 - $58.25 $1.61 Million - $1.67 Million
-28,624 Reduced 6.93%
384,544 $21.7 Million
Q4 2020

Jan 29, 2021
BUY
$57.98 - $58.64 $23.5 Million - $23.7 Million
404,935 Added 4918.44%
413,168 $24.1 Million
Q3 2020

Nov 05, 2020
SELL
$58.56 - $58.96 $173,630 - $174,816
-2,965 Reduced 26.48%
8,233 $483,000
Q2 2020

Jul 23, 2020
BUY
$58.18 - $58.86 $56,492 - $57,153
971 Added 9.49%
11,198 $658,000
Q1 2020

May 05, 2020
BUY
$55.04 - $58.78 $19,759 - $21,102
359 Added 3.64%
10,227 $601,000
Q4 2019

Jan 30, 2020
SELL
$54.79 - $56.05 $39,887 - $40,804
-728 Reduced 6.87%
9,868 $542,000
Q3 2019

Nov 01, 2019
BUY
$54.92 - $55.68 $363,845 - $368,880
6,625 Added 166.83%
10,596 $589,000
Q2 2019

Jul 26, 2019
SELL
N/A
-894 Reduced 18.38%
3,971 $218,000
Q1 2019

Apr 24, 2019
BUY
N/A
4,865 New
4,865 $262,000
Q4 2018

Feb 01, 2019
SELL
N/A
-8,602 Closed
0 $0
Q3 2018

Oct 25, 2018
BUY
N/A
1,340 Added 18.45%
8,602 $446,000
Q2 2018

Jul 20, 2018
BUY
N/A
1,197 Added 19.74%
7,262 $380,000
Q1 2018

Apr 18, 2018
SELL
N/A
-965 Reduced 13.73%
6,065 $319,000
Q4 2017

Jan 17, 2018
SELL
N/A
-676 Reduced 8.77%
7,030 $375,000
Q3 2017

Oct 17, 2017
BUY
N/A
7,706
7,706 $416,000

Others Institutions Holding SCHR

# of Institutions
517
Shares Held
385M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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