Creative One Wealth, LLC Schwab Short Term Us Treasury Transaction History

Creative One Wealth, LLC

  • $3.51 Billion
  • Q3 2025

A detailed history of Creative One Wealth, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Creative One Wealth, LLC holds 266,235 shares of SCHO stock, worth $6.48 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
266,235
Previous 267,594 0.51%
Holding current value
$6.48 Million
Previous $6.52 Million 0.41%
% of portfolio
0.19%
Previous 0.19%

Shares

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

Nov 12, 2025
SELL
$24.23 - $24.42 $32,928 - $33,186
-1,359 Reduced 0.51%
266,235 $6.5 Million
Q2 2025

Aug 12, 2025
SELL
$24.19 - $24.45 $17,779 - $17,970
-735 Reduced 0.27%
267,594 $6.52 Million
Q1 2025

May 14, 2025
BUY
$24.1 - $24.34 $285,609 - $288,453
11,851 Added 4.62%
268,329 $6.53 Million
Q4 2024

Feb 13, 2025
BUY
$24.06 - $48.88 $3.02 Million - $6.13 Million
125,378 Added 95.64%
256,478 $6.17 Million
Q3 2024

Nov 13, 2024
BUY
$47.93 - $49.06 $639,817 - $654,901
13,349 Added 11.34%
131,100 $6.42 Million
Q2 2024

Aug 14, 2024
SELL
$47.75 - $48.13 $616,309 - $621,213
-12,907 Reduced 9.88%
117,751 $5.67 Million
Q1 2024

May 14, 2024
BUY
$48.05 - $48.63 $115,127 - $116,517
2,396 Added 1.87%
130,658 $6.3 Million
Q4 2023

Feb 09, 2024
SELL
$47.66 - $48.45 $218,521 - $222,143
-4,585 Reduced 3.45%
128,262 $6.21 Million
Q3 2023

Oct 17, 2023
SELL
$47.78 - $48.2 $280,564 - $283,030
-5,872 Reduced 4.23%
132,847 $6.36 Million
Q2 2023

Aug 16, 2023
SELL
$48.06 - $48.89 $568,453 - $578,270
-11,828 Reduced 7.86%
138,719 $6.67 Million
Q2 2023

Aug 14, 2023
BUY
$48.06 - $48.89 $418,939 - $426,174
8,717 Added 6.15%
150,547 $7.4 Million
Q1 2023

May 15, 2023
SELL
$47.8 - $49.0 $96,412 - $98,833
-2,017 Reduced 1.4%
141,830 $6.92 Million
Q4 2022

Feb 14, 2023
SELL
$47.89 - $48.47 $368,417 - $372,879
-7,693 Reduced 5.08%
143,847 $6.94 Million
Q3 2022

Nov 14, 2022
SELL
$48.15 - $49.37 $101,115 - $103,677
-2,100 Reduced 1.37%
151,540 $7.31 Million
Q2 2022

Aug 12, 2022
SELL
$48.73 - $49.59 $1.2 Million - $1.22 Million
-24,628 Reduced 13.82%
153,640 $7.56 Million
Q1 2022

May 13, 2022
BUY
$49.47 - $50.82 $241,314 - $247,899
4,878 Added 2.81%
178,268 $8.83 Million
Q4 2021

Feb 15, 2022
BUY
$50.83 - $51.21 $429,005 - $432,212
8,440 Added 5.12%
173,390 $8.82 Million
Q3 2021

Nov 16, 2021
BUY
$51.18 - $51.3 $1.46 Million - $1.47 Million
28,591 Added 20.97%
164,950 $8.45 Million
Q2 2021

Aug 13, 2021
BUY
$51.19 - $51.33 $1.97 Million - $1.97 Million
38,471 Added 39.3%
136,359 $6.98 Million
Q1 2021

May 17, 2021
BUY
$51.27 - $51.41 $1.01 Million - $1.01 Million
19,611 Added 25.05%
97,888 $5.02 Million
Q4 2020

Feb 12, 2021
BUY
$51.37 - $51.48 $1.34 Million - $1.34 Million
26,037 Added 49.84%
78,277 $4.02 Million
Q3 2020

Nov 13, 2020
BUY
$51.49 - $51.63 $527,154 - $528,587
10,238 Added 24.38%
52,240 $2.69 Million
Q2 2020

Aug 13, 2020
SELL
$51.53 - $51.71 $349,064 - $350,283
-6,774 Reduced 13.89%
42,002 $2.17 Million
Q1 2020

May 14, 2020
BUY
$50.48 - $51.73 $95,760 - $98,131
1,897 Added 4.05%
48,776 $2.52 Million
Q4 2019

Feb 13, 2020
BUY
$50.38 - $50.71 $146,807 - $147,768
2,914 Added 6.63%
46,879 $2.37 Million
Q3 2019

Nov 13, 2019
BUY
$50.39 - $50.59 $209,823 - $210,656
4,164 Added 10.46%
43,965 $2.22 Million
Q2 2019

Aug 15, 2019
BUY
N/A
4,897 Added 14.03%
39,801 $2.01 Million
Q1 2019

May 15, 2019
BUY
N/A
4,849 Added 16.13%
34,904 $1.75 Million
Q4 2018

Feb 14, 2019
BUY
N/A
5,977 Added 24.82%
30,055 $1.5 Million
Q3 2018

Nov 14, 2018
BUY
N/A
6,733 Added 38.82%
24,078 $1.19 Million
Q2 2018

Aug 14, 2018
BUY
N/A
12,431 Added 252.97%
17,345 $863,000
Q1 2018

May 14, 2018
BUY
N/A
4,914 New
4,914 $245,000

Others Institutions Holding SCHO

# of Institutions
705
Shares Held
323M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB SHORT-TERM US TREASURY

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