A detailed history of Creative Financial Designs Inc transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Creative Financial Designs Inc holds 151,707 shares of SCHR stock, worth $3.74 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
151,707
Previous 2,001 7481.56%
Holding current value
$3.74 Million
Previous $97,000 7813.4%
% of portfolio
0.66%
Previous 0.01%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$48.4 - $50.91 $7.25 Million - $7.62 Million
149,706 Added 7481.56%
151,707 $7.68 Million
Q2 2024

Aug 06, 2024

BUY
$47.85 - $49.0 $9,091 - $9,310
190 Added 10.49%
2,001 $97,000
Q1 2024

May 01, 2024

SELL
$48.64 - $49.88 $28,989 - $29,728
-596 Reduced 24.76%
1,811 $88,000
Q4 2023

Jan 10, 2024

BUY
$47.09 - $49.87 $6,404 - $6,782
136 Added 5.99%
2,407 $119,000
Q3 2023

Nov 14, 2023

BUY
$47.78 - $49.59 $12,422 - $12,893
260 Added 12.93%
2,271 $108,000
Q2 2023

Jul 26, 2023

SELL
$49.25 - $50.96 $53,436 - $55,291
-1,085 Reduced 35.05%
2,011 $99,000
Q1 2023

Apr 25, 2023

SELL
$48.55 - $50.78 $49,084 - $51,338
-1,011 Reduced 24.62%
3,096 $156,000
Q4 2022

Feb 01, 2023

SELL
$48.12 - $50.24 $300,268 - $313,497
-6,240 Reduced 60.31%
4,107 $202,000
Q3 2022

Nov 01, 2022

BUY
$48.68 - $52.54 $28,088 - $30,315
577 Added 5.91%
10,347 $508,000
Q2 2022

Aug 01, 2022

BUY
$50.08 - $52.78 $246,443 - $259,730
4,921 Added 101.48%
9,770 $504,000
Q1 2022

Apr 15, 2022

BUY
$52.72 - $55.84 $64,582 - $68,404
1,225 Added 33.8%
4,849 $258,000
Q4 2021

Jan 26, 2022

SELL
$55.82 - $56.81 $13,564 - $13,804
-243 Reduced 6.28%
3,624 $203,000
Q3 2021

Oct 08, 2021

BUY
$56.59 - $57.62 $905 - $921
16 Added 0.42%
3,867 $219,000
Q2 2021

Jul 27, 2021

SELL
$56.38 - $57.16 $2.14 Million - $2.17 Million
-37,950 Reduced 90.79%
3,851 $219,000
Q1 2021

Apr 19, 2021

BUY
$56.41 - $58.25 $226,034 - $233,407
4,007 Added 10.6%
41,801 $2.36 Million
Q4 2020

Jan 08, 2021

BUY
$57.98 - $58.64 $296,683 - $300,060
5,117 Added 15.66%
37,794 $2.2 Million
Q3 2020

Oct 06, 2020

BUY
$58.56 - $58.96 $1.82 Million - $1.83 Million
31,069 Added 1932.15%
32,677 $1.92 Million
Q2 2020

Jul 23, 2020

BUY
$58.18 - $58.86 $93,553 - $94,646
1,608 New
1,608 $95,000
Q3 2017

May 02, 2018

SELL
N/A
-9 Closed
0 $0
Q1 2017

May 02, 2018

BUY
N/A
9
9 $0

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