Creative Financial Designs Inc Schwab Strategic Tr 5 10 Yr C Transaction History

Creative Financial Designs Inc

  • $1.11 Billion
  • Q2 2024

A detailed history of Creative Financial Designs Inc transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Creative Financial Designs Inc holds 14,982 shares of SCHI stock, worth $693,067. This represents 0.06% of its overall portfolio holdings.

Number of Shares
14,982
Previous 14,581 2.75%
Holding current value
$693,067
Previous $648,000 1.85%
% of portfolio
0.06%
Previous 0.06%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
BUY
$43.11 - $44.42 $17,287 - $17,812
401 Added 2.75%
14,982 $660,000
Q1 2024

May 01, 2024
SELL
$43.87 - $44.99 $203,074 - $208,258
-4,629 Reduced 24.1%
14,581 $648,000
Q4 2023

Jan 10, 2024
BUY
$40.96 - $45.17 $291,594 - $321,565
7,119 Added 58.88%
19,210 $863,000
Q3 2023

Nov 14, 2023
BUY
$42.12 - $44.19 $246,065 - $258,157
5,842 Added 93.49%
12,091 $510,000
Q2 2023

Jul 26, 2023
BUY
$43.63 - $45.06 $40,226 - $41,545
922 Added 17.31%
6,249 $275,000
Q1 2023

Apr 25, 2023
SELL
$42.99 - $45.29 $62,636 - $65,987
-1,457 Reduced 21.48%
5,327 $237,000
Q4 2022

Feb 01, 2023
SELL
$40.96 - $44.32 $17,162 - $18,570
-419 Reduced 5.82%
6,784 $292,000
Q3 2022

Nov 01, 2022
BUY
$41.61 - $46.11 $198,854 - $220,359
4,779 Added 197.15%
7,203 $303,000
Q1 2022

Apr 15, 2022
SELL
$47.33 - $51.36 $43,732 - $47,456
-924 Reduced 27.6%
2,424 $116,000
Q3 2021

Oct 08, 2021
SELL
$52.2 - $53.14 $13,885 - $14,135
-266 Reduced 7.36%
3,348 $175,000
Q2 2021

Jul 27, 2021
SELL
$51.28 - $52.56 $762,431 - $781,462
-14,868 Reduced 80.45%
3,614 $190,000
Q1 2021

Apr 19, 2021
BUY
$51.17 - $53.57 $945,723 - $990,080
18,482 New
18,482 $949,000

Others Institutions Holding SCHI

# of Institutions
191
Shares Held
135M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

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