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 23,191 shares of SCHX stock, worth $542,669. This represents 0.14% of its overall portfolio holdings.

Number of Shares
23,191
Previous 22,254 4.21%
Holding current value
$542,669
Previous $1.43 Million 10.08%
% of portfolio
0.14%
Previous 0.13%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

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