CREATIVE FINANCIAL DESIGNS INC /ADV - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 561 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.03 and the average weighting 0.8%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$996,745
-3.2%
15,463
+0.8%
0.12%
-4.1%
Q2 2023$1,029,545
+0.4%
15,346
-1.9%
0.12%
-9.7%
Q1 2023$1,025,749
+27.8%
15,641
+28.6%
0.13%
+12.6%
Q4 2022$802,649
+19.3%
12,158
+5.7%
0.12%
+8.2%
Q3 2022$673,000
+0.1%
11,503
+6.9%
0.11%0.0%
Q2 2022$672,000
-8.6%
10,762
+4.5%
0.11%
-1.8%
Q1 2022$735,000
-29.1%
10,296
-27.3%
0.11%
-28.2%
Q4 2021$1,036,000
+16.4%
14,154
+7.3%
0.16%
+6.1%
Q3 2021$890,000
+1.6%
13,185
+2.9%
0.15%
-3.3%
Q2 2021$876,000
+37.7%
12,819
+31.6%
0.15%
+22.6%
Q1 2021$636,000
+59.8%
9,738
+45.6%
0.12%
+45.9%
Q4 2020$398,000
+25.9%
6,686
+10.4%
0.08%
+9.0%
Q3 2020$316,0006,054
+605300.0%
0.08%
Q4 2019$010.0%0.00%
Q3 2019$010.0%0.00%
Q2 2019$010.0%0.00%
Q1 2019$0
-100.0%
1
-99.4%
0.00%
-100.0%
Q4 2018$9,000
-10.0%
1810.0%0.01%
+16.7%
Q3 2018$10,0000.0%1810.0%0.01%0.0%
Q2 2018$10,0000.0%1810.0%0.01%0.0%
Q1 2018$10,000
-9.1%
181
-11.3%
0.01%
-14.3%
Q4 2017$11,0000.0%2040.0%0.01%
+16.7%
Q3 2017$11,000
-15.4%
204
-22.1%
0.01%
-25.0%
Q2 2017$13,000
+62.5%
262
+72.4%
0.01%
+33.3%
Q1 2017$8,000
+166.7%
152
+171.4%
0.01%
+200.0%
Q4 2016$3,000560.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2021
NameSharesValueWeighting ↓
Mokosak Advisory Group, LLC 799,353$51,526,26720.95%
Northern Capital Management, Inc. 327,595$21,116,76519.72%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 855,582$55,150,81115.93%
Financial Advisors, LLC 882,369$56,877,50614.08%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 452,456$29,165,33611.73%
Avantax Planning Partners, Inc. 4,281,644$275,994,77511.54%
MATHER GROUP, LLC. 9,862,059$635,708,29711.28%
Gemmer Asset Management LLC 1,251,115$80,646,88910.88%
BALLAST ADVISORS LLC 365,349$23,550,3789.39%
GenWealth Group, Inc. 422,363$27,225,5308.26%
View complete list of SCHWAB STRATEGIC TR shareholders