Creative One Wealth, LLC Schwab Strategic Tr Us Broad M Transaction History

Creative One Wealth, LLC

  • $3 Billion
  • Q4 2024

A detailed history of Creative One Wealth, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Creative One Wealth, LLC holds 9,198 shares of SCHB stock, worth $207,690. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,198
Previous 3,316 177.38%
Holding current value
$207,690
Previous $220,000 5.45%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 13, 2025
BUY
$22.01 - $66.82 $129,462 - $393,035
5,882 Added 177.38%
9,198 $208,000
Q3 2024

Nov 13, 2024
SELL
$59.93 - $66.52 $659 - $731
-11 Reduced 0.33%
3,316 $220,000
Q2 2024

Aug 14, 2024
SELL
$57.57 - $63.3 $115,600 - $127,106
-2,008 Reduced 37.64%
3,327 $209,000
Q1 2024

May 14, 2024
BUY
$54.61 - $61.05 $21,024 - $23,504
385 Added 7.78%
5,335 $326,000
Q4 2023

Feb 09, 2024
BUY
$47.61 - $55.91 $235,669 - $276,754
4,950 New
4,950 $276,000
Q2 2023

Aug 16, 2023
SELL
$47.08 - $51.7 $147,784 - $162,286
-3,139 Reduced 43.62%
4,057 $210,000
Q2 2023

Aug 14, 2023
SELL
$47.08 - $51.7 $1,035 - $1,137
-22 Reduced 0.3%
7,196 $338,000
Q1 2023

May 15, 2023
SELL
$44.47 - $49.23 $83,514 - $92,453
-1,878 Reduced 20.65%
7,218 $345,000
Q4 2022

Feb 14, 2023
BUY
$41.94 - $47.81 $79,476 - $90,599
1,895 Added 26.32%
9,096 $408,000
Q3 2022

Nov 14, 2022
BUY
$41.99 - $50.63 $209 - $253
5 Added 0.07%
7,201 $302,000
Q2 2022

Aug 12, 2022
BUY
$42.93 - $53.98 $13,007 - $16,355
303 Added 4.4%
7,196 $318,000
Q1 2022

May 13, 2022
BUY
$49.15 - $56.85 $173,401 - $200,566
3,528 Added 104.84%
6,893 $368,000
Q4 2021

Feb 15, 2022
SELL
$51.87 - $56.86 $7,365 - $8,074
-142 Reduced 4.05%
3,365 $380,000
Q3 2021

Nov 16, 2021
BUY
$51.32 - $54.83 $5,593 - $5,976
109 Added 3.21%
3,507 $364,000
Q2 2021

Aug 13, 2021
SELL
$48.92 - $52.14 $15,067 - $16,059
-308 Reduced 8.31%
3,398 $354,000
Q1 2021

May 17, 2021
BUY
$44.89 - $48.81 $14,409 - $15,668
321 Added 9.48%
3,706 $358,000
Q4 2020

Feb 12, 2021
BUY
$39.03 - $45.5 $132,116 - $154,017
3,385 New
3,385 $308,000
Q3 2019

Nov 13, 2019
SELL
$35.32 - $36.13 $162,048 - $165,764
-4,588 Closed
0 $0
Q2 2019

Aug 15, 2019
SELL
N/A
-2,763 Reduced 37.59%
4,588 $324,000
Q1 2019

May 15, 2019
BUY
N/A
7,351 New
7,351 $500,000

Others Institutions Holding SCHB

# of Institutions
1,264
Shares Held
445M
Call Options Held
365K
Put Options Held
32.6K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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