CREATIVE FINANCIAL DESIGNS INC /ADV - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 722 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.2%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$4,866,524
+1.8%
66,921
+5.0%
0.57%
+0.9%
Q2 2023$4,778,257
+186.3%
63,753
+149.0%
0.56%
+156.6%
Q1 2023$1,668,882
+17.7%
25,608
+0.4%
0.22%
+4.8%
Q4 2022$1,417,568
+17.7%
25,514
+18.3%
0.21%
+6.1%
Q3 2022$1,204,000
-1.3%
21,570
+2.6%
0.20%
-1.5%
Q2 2022$1,220,000
-8.5%
21,030
+18.0%
0.20%
-1.5%
Q1 2022$1,333,000
-20.0%
17,816
+75.0%
0.20%
-19.1%
Q4 2021$1,667,000
+19.5%
10,183
+8.1%
0.25%
+8.7%
Q3 2021$1,395,000
+8.5%
9,423
+7.0%
0.23%
+3.6%
Q2 2021$1,286,000
+60.0%
8,808
+42.2%
0.22%
+42.0%
Q1 2021$804,000
+68.2%
6,196
+66.3%
0.16%
+53.9%
Q4 2020$478,000
+21.6%
3,725
+9.1%
0.10%
+5.2%
Q3 2020$393,000
+754.3%
3,413
+660.1%
0.10%
+592.9%
Q2 2020$46,000
+24.3%
449
-4.7%
0.01%
-26.3%
Q1 2020$37,000
+2.8%
471
+22.0%
0.02%
+18.8%
Q4 2019$36,000
+33.3%
386
+18.8%
0.02%
+6.7%
Q3 2019$27,000
-12.9%
325
-12.2%
0.02%
-11.8%
Q2 2019$31,000
+6.9%
370
+0.3%
0.02%0.0%
Q1 2019$29,000
-19.4%
369
-28.3%
0.02%
-34.6%
Q4 2018$36,000
+5.9%
515
+22.6%
0.03%
+30.0%
Q3 2018$34,000
+126.7%
420
+116.5%
0.02%
+122.2%
Q2 2018$15,000
+7.1%
194
+1.0%
0.01%0.0%
Q1 2018$14,000
-6.7%
192
-9.0%
0.01%
-10.0%
Q4 2017$15,000
+7.1%
2110.0%0.01%
+25.0%
Q3 2017$14,000
+7.7%
2110.0%0.01%0.0%
Q2 2017$13,000
+85.7%
211
+70.2%
0.01%
+60.0%
Q1 2017$7,000
+250.0%
124
+188.4%
0.01%
+150.0%
Q4 2016$2,000430.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2021
NameSharesValueWeighting ↓
Northern Capital Management, Inc. 473,084$34,402,69132.12%
Thrive Wealth Management, LLC 1,234,934$89,804,43423.89%
Marquette Asset Management, LLC 1,090,081$79,270,70018.80%
Financial Advisors, LLC 922,244$67,065,55616.60%
Legacy Financial Strategies, LLC 649,549$49,554,13015.93%
Fund Evaluation Group, LLC 2,440,415$177,46715.77%
Avantax Planning Partners, Inc. 5,132,324$373,222,60315.61%
Triton Wealth Management, PLLC 310,011$23,179,00615.59%
Aspen Wealth Strategies, LLC 250,439$18,214,79214.21%
HHM Wealth Advisors, LLC 967,878$70,384,08713.75%
View complete list of SCHWAB STRATEGIC TR shareholders