Creative Financial Designs Inc Schwab Fundamental U S Small C Transaction History

Creative Financial Designs Inc

$1.29 Billion
Q2 2025

A detailed history of Creative Financial Designs Inc transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Creative Financial Designs Inc holds 1,130 shares of FNDA stock, worth $35,289. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,130

Previous 1,198 5.68%

Holding current value

$35,289

Previous $32,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	SELL	$23.85 - $28.69 $1,621 - $1,950	-68 Reduced 5.68%	1,130 $32,000
Q1 2025 Apr 23, 2025	SELL	$26.87 - $30.99 $6,502 - $7,499	-242 Reduced 16.81%	1,198 $32,000
Q4 2024 Feb 10, 2025	BUY	$29.26 - $59.11 $21,067 - $42,559	720 Added 100.0%	1,440 $42,000
Q3 2024 Oct 28, 2024	BUY	$54.26 - $60.01 $705 - $780	13 Added 1.84%	720 $42,000
Q2 2024 Aug 06, 2024	SELL	$52.82 - $57.21 $158 - $171	-3 Reduced 0.42%	707 $38,000
Q1 2024 May 01, 2024	SELL	$52.35 - $57.03 $2,826 - $3,079	-54 Reduced 7.07%	710 $40,000
Q4 2023 Jan 10, 2024	BUY	$44.98 - $56.11 $1,304 - $1,627	29 Added 3.95%	764 $42,000
Q3 2023 Nov 14, 2023	SELL	$47.76 - $53.58 $3,056 - $3,429	-64 Reduced 8.01%	735 $35,000
Q2 2023 Jul 26, 2023	BUY	$46.06 - $50.45 $3,454 - $3,783	75 Added 10.36%	799 $40,000
Q1 2023 Apr 25, 2023	BUY	$46.21 - $53.63 $6,376 - $7,400	138 Added 23.55%	724 $35,000
Q4 2022 Feb 01, 2023	BUY	$43.53 - $50.11 $6,398 - $7,366	147 Added 33.49%	586 $27,000
Q3 2022 Nov 01, 2022	BUY	$42.52 - $52.23 $340 - $417	8 Added 1.86%	439 $19,000
Q2 2022 Aug 01, 2022	BUY	$44.28 - $53.81 $7,173 - $8,717	162 Added 60.22%	431 $20,000
Q1 2022 Apr 15, 2022	BUY	$50.55 - $56.5 $1,920 - $2,147	38 Added 16.45%	269 $14,000
Q4 2021 Jan 26, 2022	BUY	$52.31 - $57.77 $12,083 - $13,344	231 New	231 $13,000
Q3 2021 Oct 08, 2021	SELL	$50.41 - $54.9 $705 - $768	-14 Closed	0 $0
Q2 2021 Jul 27, 2021	BUY	$50.53 - $56.06 $707 - $784	14 New	14 $1,000

Others Institutions Holding FNDA

# of Institutions

464

Shares Held

228M

Call Options Held

Put Options Held

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Creative Financial Designs Inc Schwab Fundamental U S Small C Transaction History