Creative Financial Designs Inc Schwab Short Term Us Treasury Transaction History

Creative Financial Designs Inc

$1.38 Billion
Q3 2025

A detailed history of Creative Financial Designs Inc transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Creative Financial Designs Inc holds 81,735 shares of SCHO stock, worth $1.99 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

81,735

Previous 58,360 40.05%

Holding current value

$1.99 Million

Previous $1.42 Million 40.23%

% of portfolio

0.14%

Previous 0.11%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$24.23 - $24.42 $566,376 - $570,817	23,375 Added 40.05%	81,735 $1.99 Million
Q2 2025 Aug 04, 2025	BUY	$24.19 - $24.45 $414,326 - $418,779	17,128 Added 41.54%	58,360 $1.42 Million
Q1 2025 Apr 23, 2025	BUY	$24.1 - $24.34 $364,367 - $367,996	15,119 Added 57.9%	41,232 $1 Million
Q4 2024 Feb 10, 2025	BUY	$24.06 - $48.88 $329,068 - $668,531	13,677 Added 109.98%	26,113 $628,000
Q3 2024 Oct 28, 2024	BUY	$47.93 - $49.06 $22,383 - $22,911	467 Added 3.9%	12,436 $609,000

Q2 2024 Aug 06, 2024	BUY	$47.75 - $48.13 $55,437 - $55,878	1,161 Added 10.74%	11,969 $576,000
Q1 2024 May 01, 2024	BUY	$48.05 - $48.63 $133,867 - $135,483	2,786 Added 34.73%	10,808 $521,000
Q4 2023 Jan 10, 2024	SELL	$47.66 - $48.45 $7,339 - $7,461	-154 Reduced 1.88%	8,022 $388,000
Q3 2023 Nov 14, 2023	BUY	$47.78 - $48.2 $94,747 - $95,580	1,983 Added 32.02%	8,176 $391,000
Q2 2023 Jul 26, 2023	BUY	$48.06 - $48.89 $153,455 - $156,105	3,193 Added 106.43%	6,193 $297,000
Q1 2023 Apr 25, 2023	SELL	$47.8 - $49.0 $11,041 - $11,319	-231 Reduced 7.15%	3,000 $146,000
Q4 2022 Feb 01, 2023	SELL	$47.89 - $48.47 $236,241 - $239,102	-4,933 Reduced 60.42%	3,231 $155,000
Q3 2022 Nov 01, 2022	BUY	$48.15 - $49.37 $16,130 - $16,538	335 Added 4.28%	8,164 $394,000
Q2 2022 Aug 01, 2022	SELL	$48.73 - $49.59 $3.6 Million - $3.66 Million	-73,805 Reduced 90.41%	7,829 $385,000
Q1 2022 Apr 15, 2022	SELL	$49.47 - $50.82 $9.83 Million - $10.1 Million	-198,776 Reduced 70.89%	81,634 $4.04 Million
Q4 2021 Jan 26, 2022	BUY	$50.83 - $51.21 $1.21 Million - $1.22 Million	23,752 Added 9.25%	280,410 $14.3 Million
Q3 2021 Oct 08, 2021	BUY	$51.18 - $51.3 $1.18 Million - $1.18 Million	23,028 Added 9.86%	256,658 $13.1 Million
Q2 2021 Jul 27, 2021	BUY	$51.19 - $51.33 $3.77 Million - $3.78 Million	73,588 Added 45.98%	233,630 $12 Million
Q1 2021 Apr 19, 2021	BUY	$51.27 - $51.41 $1.92 Million - $1.93 Million	37,460 Added 30.56%	160,042 $8.21 Million
Q4 2020 Jan 08, 2021	BUY	$51.37 - $51.48 $1.75 Million - $1.76 Million	34,132 Added 38.59%	122,582 $6.3 Million
Q3 2020 Oct 06, 2020	BUY	$51.49 - $51.63 $4.22 Million - $4.23 Million	81,865 Added 1243.2%	88,450 $4.56 Million
Q2 2020 Jul 23, 2020	BUY	$51.53 - $51.71 $339,325 - $340,510	6,585 New	6,585 $340,000
Q3 2018 Nov 02, 2018	SELL	N/A	-2 Closed	0 $0
Q1 2018 May 02, 2018	BUY	N/A	2 New	2 $0
Q3 2017 May 02, 2018	SELL	N/A	-16 Closed	0 $0
Q1 2017 May 02, 2018	BUY	N/A	16	16 $1,000

Others Institutions Holding SCHO

# of Institutions

705

Shares Held

323M

Call Options Held

Put Options Held

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Creative Financial Designs Inc Schwab Short Term Us Treasury Transaction History