SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

CREATIVE FINANCIAL DESIGNS INC /ADV's Holding History (CIK: 0000819864)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 2,515 Value ($000) $251 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 2,512 Value ($000) $240 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 2,508 Value ($000) $229 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 2,489 Value ($000) $195 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 2,435 Value ($000) $180 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 2,431 Value ($000) $158 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 2,451 Value ($000) $181 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 2,997 Value ($000) $217 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 2,292 Value ($000) $158 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 2,239 Value ($000) $123 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 2,237 Value ($000) $127 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 2,145 Value ($000) $112 Avg Close $70.22 Range $43.21 - $82.93
Q4 2022
Shares 2,011 Value ($000) $167 Avg Close $74.21 Range $62.42 - $79.82
Q3 2022
Shares 1,510 Value ($000) $109 Avg Close $66.19 Range $56.71 - $73.90
Q2 2022
Shares 1,509 Value ($000) $95 Avg Close $65.53 Range $56.48 - $81.20
Q1 2022
Shares 1,507 Value ($000) $127 Avg Close $83.37 Range $70.80 - $91.11
Q4 2021
Shares 1,506 Value ($000) $127 Avg Close $76.51 Range $68.06 - $81.82
Q3 2021
Shares 2,056 Value ($000) $150 Avg Close $67.39 Range $61.94 - $73.65
Q2 2021
Shares 2,026 Value ($000) $148 Avg Close $66.61 Range $59.64 - $71.97
Q1 2021
Shares 1,426 Value ($000) $93 Avg Close $56.91 Range $47.56 - $64.11
Q4 2020
Shares 1,544 Value ($000) $82 Avg Close $42.34 Range $33.66 - $49.96
Q3 2020
Shares 1,543 Value ($000) $56 Avg Close $32.40 Range $30.32 - $34.43
Q2 2020
Shares 1,252 Value ($000) $42 Avg Close $33.18 Range $29.17 - $42.57
Q4 2018
Shares 313 Value ($000) $13 Avg Close $40.90 Range $34.25 - $47.37
Q3 2018
Shares 312 Value ($000) $15 Avg Close $46.06 Range $44.29 - $48.86
Q2 2018
Shares 311 Value ($000) $16 Avg Close $49.84 Range $44.72 - $54.23
Q1 2018
Shares 311 Value ($000) $16 Avg Close $48.14 Range $43.19 - $52.24
Q4 2017
Shares 310 Value ($000) $16 Avg Close $42.12 Range $37.80 - $47.12
Q3 2017
Shares 315 Value ($000) $14 Avg Close $37.16 Range $34.09 - $39.72
Q2 2017
Shares 814 Value ($000) $35 Avg Close $35.76 Range $33.15 - $39.42
Q1 2017
Shares 813 Value ($000) $33 Avg Close $36.81 Range $33.56 - $38.94
Q4 2016
Shares 813 Value ($000) $32 Avg Close $31.79 Range $27.24 - $36.13