Creative Financial Designs Inc Schwab Strategic Tr Us Small C Transaction History

Creative Financial Designs Inc

  • $1.38 Billion
  • Q3 2025

A detailed history of Creative Financial Designs Inc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Creative Financial Designs Inc holds 23,137 shares of SCHA stock, worth $634,647. This represents 0.05% of its overall portfolio holdings.

Number of Shares
23,137
Previous 21,718 6.53%
Holding current value
$634,647
Previous $549,000 17.49%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Nov 12, 2025
BUY
$25.29 - $28.33 $35,886 - $40,200
1,419 Added 6.53%
23,137 $645,000
Q2 2025

Aug 04, 2025
BUY
$20.42 - $25.3 $26,117 - $32,358
1,279 Added 6.26%
21,718 $549,000
Q1 2025

Apr 23, 2025
BUY
$23.16 - $27.04 $2,547 - $2,974
110 Added 0.54%
20,439 $478,000
Q4 2024

Feb 10, 2025
BUY
$25.33 - $51.16 $233,365 - $471,337
9,213 Added 82.88%
20,329 $525,000
Q3 2024

Oct 28, 2024
SELL
$46.9 - $51.96 $15,946 - $17,666
-340 Reduced 2.97%
11,116 $572,000
Q2 2024

Aug 06, 2024
SELL
$45.24 - $49.04 $38,454 - $41,684
-850 Reduced 6.91%
11,456 $543,000
Q1 2024

May 01, 2024
BUY
$44.84 - $49.24 $7,353 - $8,075
164 Added 1.35%
12,306 $605,000
Q4 2023

Jan 10, 2024
BUY
$38.13 - $48.02 $152 - $192
4 Added 0.03%
12,142 $573,000
Q3 2023

Nov 14, 2023
BUY
$40.85 - $46.1 $31,985 - $36,096
783 Added 6.9%
12,138 $502,000
Q2 2023

Jul 26, 2023
BUY
$39.91 - $43.82 $82,134 - $90,181
2,058 Added 22.14%
11,355 $497,000
Q1 2023

Apr 25, 2023
BUY
$39.82 - $46.36 $197,188 - $229,574
4,952 Added 113.97%
9,297 $389,000
Q4 2022

Feb 01, 2023
SELL
$38.25 - $43.54 $47,889 - $54,512
-1,252 Reduced 22.37%
4,345 $176,000
Q3 2022

Nov 01, 2022
SELL
$37.65 - $45.9 $209,785 - $255,754
-5,572 Reduced 49.89%
5,597 $212,000
Q2 2022

Aug 01, 2022
SELL
$37.88 - $48.01 $124,625 - $157,952
-3,290 Reduced 22.75%
11,169 $435,000
Q1 2022

Apr 15, 2022
BUY
$44.42 - $51.73 $342,034 - $398,321
7,700 Added 113.92%
14,459 $685,000
Q4 2021

Jan 26, 2022
BUY
$48.64 - $55.07 $76,316 - $86,404
1,569 Added 30.23%
6,759 $692,000
Q3 2021

Oct 08, 2021
BUY
$48.3 - $52.49 $10,867 - $11,810
225 Added 4.53%
5,190 $520,000
Q2 2021

Jul 27, 2021
BUY
$48.39 - $52.91 $60,535 - $66,190
1,251 Added 33.68%
4,965 $517,000
Q1 2021

Apr 19, 2021
BUY
$43.89 - $52.63 $163,007 - $195,467
3,714 New
3,714 $370,000
Q1 2019

Apr 23, 2019
SELL
N/A
-45 Closed
0 $0
Q2 2017

May 02, 2018
BUY
N/A
45
45 $3,000

Others Institutions Holding SCHA

# of Institutions
1,325
Shares Held
260M
Call Options Held
104K
Put Options Held
2.1K
View Full List

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