Creative Financial Designs Inc Schwab Strategic Tr 5 10 Yr C Transaction History

Creative Financial Designs Inc

$1.2 Billion
Q4 2024

A detailed history of Creative Financial Designs Inc transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Creative Financial Designs Inc holds 15,164 shares of SCHI stock, worth $342,099. This represents 0.03% of its overall portfolio holdings.

Number of Shares

15,164

Previous 8,584 76.65%

Holding current value

$342,099

Previous $396,000 15.66%

% of portfolio

0.03%

Previous 0.03%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$22.02 - $46.16 $144,891 - $303,732	6,580 Added 76.65%	15,164 $334,000
Q3 2024 Oct 28, 2024	SELL	$43.73 - $46.29 $279,784 - $296,163	-6,398 Reduced 42.7%	8,584 $396,000
Q2 2024 Aug 06, 2024	BUY	$43.11 - $44.42 $17,287 - $17,812	401 Added 2.75%	14,982 $660,000
Q1 2024 May 01, 2024	SELL	$43.87 - $44.99 $203,074 - $208,258	-4,629 Reduced 24.1%	14,581 $648,000
Q4 2023 Jan 10, 2024	BUY	$40.96 - $45.17 $291,594 - $321,565	7,119 Added 58.88%	19,210 $863,000
Q3 2023 Nov 14, 2023	BUY	$42.12 - $44.19 $246,065 - $258,157	5,842 Added 93.49%	12,091 $510,000
Q2 2023 Jul 26, 2023	BUY	$43.63 - $45.06 $40,226 - $41,545	922 Added 17.31%	6,249 $275,000
Q1 2023 Apr 25, 2023	SELL	$42.99 - $45.29 $62,636 - $65,987	-1,457 Reduced 21.48%	5,327 $237,000
Q4 2022 Feb 01, 2023	SELL	$40.96 - $44.32 $17,162 - $18,570	-419 Reduced 5.82%	6,784 $292,000
Q3 2022 Nov 01, 2022	BUY	$41.61 - $46.11 $198,854 - $220,359	4,779 Added 197.15%	7,203 $303,000
Q1 2022 Apr 15, 2022	SELL	$47.33 - $51.36 $43,732 - $47,456	-924 Reduced 27.6%	2,424 $116,000
Q3 2021 Oct 08, 2021	SELL	$52.2 - $53.14 $13,885 - $14,135	-266 Reduced 7.36%	3,348 $175,000
Q2 2021 Jul 27, 2021	SELL	$51.28 - $52.56 $762,431 - $781,462	-14,868 Reduced 80.45%	3,614 $190,000
Q1 2021 Apr 19, 2021	BUY	$51.17 - $53.57 $945,723 - $990,080	18,482 New	18,482 $949,000

Others Institutions Holding SCHI

# of Institutions

220

Shares Held

42.1M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 5 -10 YR C

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Creative Financial Designs Inc Schwab Strategic Tr 5 10 Yr C Transaction History