Creative Financial Designs Inc Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Creative Financial Designs Inc holds 77,417 shares of SCHX stock, worth $2.05 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

77,417

Previous 67,613 14.5%

Holding current value

$2.05 Million

Previous $1.65 Million 23.43%

% of portfolio

0.15%

Previous 0.13%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$24.46 - $26.5 $239,805 - $259,806	9,804 Added 14.5%	77,417 $2.04 Million
Q2 2025 Aug 04, 2025	BUY	$19.6 - $24.44 $77,341 - $96,440	3,946 Added 6.2%	67,613 $1.65 Million
Q1 2025 Apr 23, 2025	SELL	$21.75 - $24.28 $61,726 - $68,906	-2,838 Reduced 4.27%	63,667 $1.41 Million
Q4 2024 Feb 10, 2025	BUY	$22.4 - $68.28 $970,233 - $2.96 Million	43,314 Added 186.77%	66,505 $1.54 Million
Q3 2024 Oct 28, 2024	BUY	$61.11 - $67.85 $57,260 - $63,575	937 Added 4.21%	23,191 $1.57 Million

Q2 2024 Aug 06, 2024	BUY	$58.7 - $64.78 $62,045 - $68,472	1,057 Added 4.99%	22,254 $1.43 Million
Q1 2024 May 01, 2024	SELL	$55.41 - $62.08 $30,918 - $34,640	-558 Reduced 2.56%	21,197 $1.32 Million
Q4 2023 Jan 10, 2024	BUY	$48.47 - $56.6 $21,811 - $25,470	450 Added 2.11%	21,755 $1.23 Million
Q3 2023 Nov 14, 2023	BUY	$50.36 - $54.21 $220,828 - $237,710	4,385 Added 25.92%	21,305 $1.08 Million
Q2 2023 Jul 26, 2023	BUY	$47.67 - $52.37 $486,949 - $534,959	10,215 Added 152.35%	16,920 $886,000
Q1 2023 Apr 25, 2023	BUY	$44.78 - $49.41 $74,379 - $82,070	1,661 Added 32.93%	6,705 $324,000
Q4 2022 Feb 01, 2023	BUY	$42.25 - $48.16 $42,250 - $48,160	1,000 Added 24.73%	5,044 $227,000
Q3 2022 Nov 01, 2022	BUY	$42.35 - $51.01 $52,556 - $63,303	1,241 Added 44.27%	4,044 $171,000
Q2 2022 Aug 01, 2022	BUY	$43.35 - $54.51 $50,069 - $62,959	1,155 Added 70.08%	2,803 $125,000
Q1 2022 Apr 15, 2022	BUY	$49.51 - $57.27 $48,272 - $55,838	975 Added 144.87%	1,648 $89,000
Q4 2021 Jan 26, 2022	BUY	$51.9 - $57.29 $34,928 - $38,556	673 New	673 $77,000

Others Institutions Holding SCHX

# of Institutions

1,633

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

View Full List

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Creative Financial Designs Inc Schwab Strategic Tr Us Large C Transaction History