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

Creative One Wealth, LLC

  • $3 Billion
  • Q4 2024

A detailed history of Creative One Wealth, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Creative One Wealth, LLC holds 14,350 shares of SCHA stock, worth $336,938. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,350
Previous 6,923 107.28%
Holding current value
$336,938
Previous $356,000 4.21%
% of portfolio
0.01%
Previous 0.01%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$25.33 - $51.16 $188,125 - $379,965
7,427 Added 107.28%
14,350 $371,000
Q3 2024

Nov 13, 2024
BUY
$46.9 - $51.96 $100,272 - $111,090
2,138 Added 44.68%
6,923 $356,000
Q2 2024

Aug 14, 2024
SELL
$45.24 - $49.04 $121,559 - $131,770
-2,687 Reduced 35.96%
4,785 $227,000
Q1 2024

May 14, 2024
BUY
$44.84 - $49.24 $120,305 - $132,110
2,683 Added 56.02%
7,472 $368,000
Q4 2023

Feb 09, 2024
SELL
$38.13 - $48.02 $2,249 - $2,833
-59 Reduced 1.22%
4,789 $226,000
Q3 2023

Oct 17, 2023
SELL
$40.85 - $46.1 $97,386 - $109,902
-2,384 Reduced 32.96%
4,848 $201,000
Q2 2023

Aug 16, 2023
SELL
$39.91 - $43.82 $29,054 - $31,900
-728 Reduced 9.15%
7,232 $317,000
Q2 2023

Aug 14, 2023
BUY
$39.91 - $43.82 $8,221 - $9,026
206 Added 2.66%
7,960 $323,000
Q1 2023

May 15, 2023
BUY
$39.82 - $46.36 $6,809 - $7,927
171 Added 2.26%
7,754 $325,000
Q4 2022

Feb 14, 2023
BUY
$38.25 - $43.54 $8,415 - $9,578
220 Added 2.99%
7,583 $307,000
Q3 2022

Nov 14, 2022
SELL
$37.65 - $45.9 $74,622 - $90,973
-1,982 Reduced 21.21%
7,363 $278,000
Q2 2022

Aug 12, 2022
BUY
$37.88 - $48.01 $353,988 - $448,653
9,345 New
9,345 $364,000
Q1 2022

May 13, 2022
SELL
$44.42 - $51.73 $443,933 - $516,989
-9,994 Closed
0 $0
Q4 2021

Feb 15, 2022
BUY
$48.64 - $55.07 $335,129 - $379,432
6,890 Added 221.97%
9,994 $1.02 Million
Q3 2021

Nov 16, 2021
SELL
$48.3 - $52.49 $22,652 - $24,617
-469 Reduced 13.13%
3,104 $311,000
Q2 2021

Aug 13, 2021
BUY
$48.39 - $52.91 $17,130 - $18,730
354 Added 11.0%
3,573 $372,000
Q1 2021

May 17, 2021
BUY
$43.89 - $52.63 $8,075 - $9,683
184 Added 6.06%
3,219 $321,000
Q4 2020

Feb 12, 2021
BUY
$34.66 - $45.17 $105,193 - $137,090
3,035 New
3,035 $270,000

Others Institutions Holding SCHA

# of Institutions
1,261
Shares Held
273M
Call Options Held
66.4K
Put Options Held
2.7K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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