Creative Financial Designs Inc Schwab Strategic Tr 1 5 Yr C Transaction History

Creative Financial Designs Inc

  • $1.05 Billion
  • Q1 2024

A detailed history of Creative Financial Designs Inc transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Creative Financial Designs Inc holds 8,527 shares of SCHJ stock, worth $410,830. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,527
Previous 8,474 0.63%
Holding current value
$410,830
Previous $409,000 0.73%
% of portfolio
0.04%
Previous 0.04%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024
BUY
$48.03 - $48.53 $2,545 - $2,572
53 Added 0.63%
8,527 $412,000
Q4 2023

Jan 10, 2024
SELL
$46.51 - $48.38 $156,738 - $163,040
-3,370 Reduced 28.45%
8,474 $409,000
Q3 2023

Nov 14, 2023
BUY
$46.87 - $47.5 $181,855 - $184,300
3,880 Added 48.72%
11,844 $556,000
Q2 2023

Jul 26, 2023
SELL
$47.14 - $47.79 $16,876 - $17,108
-358 Reduced 4.3%
7,964 $376,000
Q1 2023

Apr 25, 2023
BUY
$46.68 - $47.8 $22,593 - $23,135
484 Added 6.18%
8,322 $395,000
Q4 2022

Feb 01, 2023
SELL
$46.05 - $47.27 $70,410 - $72,275
-1,529 Reduced 16.32%
7,838 $367,000
Q3 2022

Nov 01, 2022
SELL
N/A
-376 Reduced 3.86%
9,367 $434,000
Q2 2022

Aug 01, 2022
SELL
N/A
-103 Reduced 1.05%
9,743 $463,000
Q1 2022

Apr 15, 2022
SELL
N/A
-26,646 Reduced 73.02%
9,846 $478,000
Q4 2021

Jan 26, 2022
SELL
N/A
-8,227 Reduced 18.4%
36,492 $1.85 Million
Q3 2021

Oct 08, 2021
BUY
N/A
2,678 Added 6.37%
44,719 $2.28 Million
Q2 2021

Jul 27, 2021
BUY
N/A
11,180 Added 36.23%
42,041 $2.15 Million
Q1 2021

Apr 19, 2021
BUY
N/A
30,861 New
30,861 $1.57 Million

Others Institutions Holding SCHJ

# of Institutions
96
Shares Held
4.53M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 1 - 5 YR C

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