A detailed history of Creative Financial Designs Inc transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Creative Financial Designs Inc holds 13,488 shares of SCHQ stock, worth $422,579. This represents 0.04% of its overall portfolio holdings.

Number of Shares
13,488
Previous 5,964 126.16%
Holding current value
$422,579
Previous $195,000 141.54%
% of portfolio
0.04%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$32.17 - $35.98 $242,047 - $270,713
7,524 Added 126.16%
13,488 $471,000
Q2 2024

Aug 06, 2024

BUY
$31.45 - $33.71 $2,044 - $2,191
65 Added 1.1%
5,964 $195,000
Q1 2024

May 01, 2024

BUY
$32.9 - $35.0 $78,104 - $83,090
2,374 Added 67.35%
5,899 $198,000
Q4 2023

Jan 10, 2024

BUY
$29.71 - $35.56 $104,727 - $125,349
3,525 New
3,525 $123,000

Others Institutions Holding SCHQ

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