Creative Financial Designs Inc Schwab Strategic Tr Us Broad M 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 Broad M stock. As of the latest transaction made, Creative Financial Designs Inc holds 1,670 shares of SCHB stock, worth $43,119. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,670
Previous 1,200 39.17%
Holding current value
$43,119
Previous $28,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2025
BUY
$23.82 - $25.84 $11,195 - $12,144
470 Added 39.17%
1,670 $42,000
Q1 2025

Apr 23, 2025
SELL
$21.23 - $23.75 $14,117 - $15,793
-665 Reduced 35.66%
1,200 $25,000
Q4 2024

Feb 10, 2025
BUY
$22.01 - $66.82 $27,380 - $83,124
1,244 Added 200.32%
1,865 $42,000
Q4 2023

Jan 10, 2024
BUY
$47.61 - $55.91 $10,521 - $12,356
221 Added 55.25%
621 $34,000
Q1 2022

Apr 15, 2022
BUY
$49.15 - $56.85 $9,830 - $11,370
200 Added 100.0%
400 $21,000
Q4 2021

Jan 26, 2022
BUY
$51.87 - $56.86 $10,374 - $11,372
200 New
200 $23,000

Others Institutions Holding SCHB

# of Institutions
1,376
Shares Held
499M
Call Options Held
299K
Put Options Held
22.8K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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