Creative Financial Designs Inc Schwab Strategic Tr Us Large 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 Us Large C stock. As of the latest transaction made, Creative Financial Designs Inc holds 8,622 shares of SCHV stock, worth $638,717. This represents 0.06% of its overall portfolio holdings.

Number of Shares
8,622
Previous 13,069 34.03%
Holding current value
$638,717
Previous $916,000 28.49%
% of portfolio
0.06%
Previous 0.09%

Shares

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

May 01, 2024
SELL
$68.82 - $75.98 $306,042 - $337,883
-4,447 Reduced 34.03%
8,622 $655,000
Q4 2023

Jan 10, 2024
SELL
$61.16 - $70.24 $146,417 - $168,154
-2,394 Reduced 15.48%
13,069 $916,000
Q3 2023

Nov 14, 2023
BUY
$64.45 - $69.39 $7,540 - $8,118
117 Added 0.76%
15,463 $996,000
Q2 2023

Jul 26, 2023
SELL
$63.33 - $67.21 $18,682 - $19,826
-295 Reduced 1.89%
15,346 $1.03 Million
Q1 2023

Apr 25, 2023
BUY
$62.59 - $69.3 $218,000 - $241,371
3,483 Added 28.65%
15,641 $1.03 Million
Q4 2022

Feb 01, 2023
BUY
$64.27 - $69.24 $42,096 - $45,352
655 Added 5.69%
12,158 $802,000
Q3 2022

Nov 01, 2022
BUY
N/A
741 Added 6.89%
11,503 $673,000
Q2 2022

Aug 01, 2022
BUY
N/A
466 Added 4.53%
10,762 $672,000
Q1 2022

Apr 15, 2022
SELL
N/A
-3,858 Reduced 27.26%
10,296 $735,000
Q4 2021

Jan 26, 2022
BUY
N/A
969 Added 7.35%
14,154 $1.04 Million
Q3 2021

Oct 08, 2021
BUY
N/A
366 Added 2.86%
13,185 $890,000
Q2 2021

Jul 27, 2021
BUY
N/A
3,081 Added 31.64%
12,819 $876,000
Q1 2021

Apr 19, 2021
BUY
N/A
3,052 Added 45.65%
9,738 $636,000
Q4 2020

Jan 08, 2021
BUY
N/A
632 Added 10.44%
6,686 $398,000
Q3 2020

Oct 06, 2020
BUY
N/A
6,054 New
6,054 $316,000
Q1 2020

Apr 22, 2020
SELL
N/A
-1 Closed
0 $0
Q1 2019

Apr 23, 2019
SELL
N/A
-180 Reduced 99.45%
1 $0
Q1 2018

May 02, 2018
SELL
N/A
-23 Reduced 11.27%
181 $10,000
Q3 2017

May 02, 2018
SELL
N/A
-58 Reduced 22.14%
204 $11,000
Q2 2017

May 02, 2018
BUY
N/A
110 Added 72.37%
262 $13,000
Q1 2017

May 02, 2018
BUY
N/A
96 Added 171.43%
152 $8,000
Q4 2016

Mar 14, 2018
BUY
N/A
56
56 $3,000

Others Institutions Holding SCHV

# of Institutions
787
Shares Held
102M
Call Options Held
9.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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