Creative Financial Designs Inc Schwab Intermediate Term Us Tr Transaction History

Creative Financial Designs Inc

  • $1.29 Billion
  • Q2 2025

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 92,757 shares of SCHR stock, worth $2.31 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
92,757
Previous 317,419 70.78%
Holding current value
$2.31 Million
Previous $7.89 Million 70.59%
% of portfolio
0.18%
Previous 0.65%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
SELL
$24.54 - $25.07 $5.51 Million - $5.63 Million
-224,662 Reduced 70.78%
92,757 $2.32 Million
Q1 2025

Apr 23, 2025
BUY
$24.05 - $24.86 $214,862 - $222,099
8,934 Added 2.9%
317,419 $7.89 Million
Q4 2024

Feb 10, 2025
BUY
$24.19 - $50.58 $3.79 Million - $7.93 Million
156,778 Added 103.34%
308,485 $7.49 Million
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

Others Institutions Holding SCHR

# of Institutions
496
Shares Held
371M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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