Creative Financial Designs Inc Schwab Strategic Tr Long Term Transaction History

Creative Financial Designs Inc

$1.38 Billion
Q3 2025

A detailed history of Creative Financial Designs Inc transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Creative Financial Designs Inc holds 4,804 shares of SCHQ stock, worth $154,496. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,804

Previous 2,956 62.52%

Holding current value

$154,496

Previous $94,000 64.89%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$30.81 - $32.63 $56,936 - $60,300	1,848 Added 62.52%	4,804 $155,000
Q2 2025 Aug 04, 2025	BUY	$30.46 - $33.4 $1,827 - $2,004	60 Added 2.07%	2,956 $94,000
Q1 2025 Apr 23, 2025	SELL	$30.72 - $33.22 $325,386 - $351,866	-10,592 Reduced 78.53%	2,896 $94,000
Q3 2024 Oct 28, 2024	BUY	$32.17 - $35.98 $242,047 - $270,713	7,524 Added 126.16%	13,488 $471,000
Q2 2024 Aug 06, 2024	BUY	$31.45 - $33.71 $2,044 - $2,191	65 Added 1.1%	5,964 $195,000

Q1 2024 May 01, 2024	BUY	$32.9 - $35.0 $78,104 - $83,090	2,374 Added 67.35%	5,899 $198,000
Q4 2023 Jan 10, 2024	BUY	$29.71 - $35.56 $104,727 - $125,349	3,525 New	3,525 $123,000

Others Institutions Holding SCHQ

# of Institutions

117

Shares Held

14.3M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR LONG-TERM

Ticker SCHQ
Sector ETFs
Industry ETFs

More about SCHQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Financial Designs Inc , based on Form 13F filings with the SEC.

News

Stay updated on Creative Financial Designs Inc with notifications on news.

Account

Creative Financial Designs Inc Schwab Strategic Tr Long Term Transaction History