CREATIVE FINANCIAL DESIGNS INC /ADV - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 827 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.7%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$502,743
+1.1%
12,138
+6.9%
0.06%0.0%
Q2 2023$497,352
+27.6%
11,355
+22.1%
0.06%
+15.7%
Q1 2023$389,812
+121.4%
9,297
+114.0%
0.05%
+96.2%
Q4 2022$176,029
-17.0%
4,345
-22.4%
0.03%
-25.7%
Q3 2022$212,000
-51.3%
5,597
-49.9%
0.04%
-50.7%
Q2 2022$435,000
-36.5%
11,169
-22.8%
0.07%
-31.7%
Q1 2022$685,000
-1.0%
14,459
+113.9%
0.10%0.0%
Q4 2021$692,000
+33.1%
6,759
+30.2%
0.10%
+20.9%
Q3 2021$520,000
+0.6%
5,190
+4.5%
0.09%
-4.4%
Q2 2021$517,000
+39.7%
4,965
+33.7%
0.09%
+25.0%
Q1 2021$370,000
+12233.3%
3,714
+8153.3%
0.07%
+3500.0%
Q4 2018$3,0000.0%450.0%0.00%0.0%
Q3 2018$3,0000.0%450.0%0.00%0.0%
Q2 2018$3,0000.0%450.0%0.00%0.0%
Q1 2018$3,0000.0%450.0%0.00%0.0%
Q4 2017$3,0000.0%450.0%0.00%0.0%
Q3 2017$3,0000.0%450.0%0.00%0.0%
Q2 2017$3,000450.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2021
NameSharesValueWeighting ↓
Strategic Financial Planning, Inc. 315,961$13,087,10912.05%
Financial Advisors, LLC 984,705$40,786,48010.10%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 811,567$33,595,3249.71%
FIDELIS iM, LLC 385,576$15,9719.36%
MONEYWISE, INC. 355,217$14,713,0889.23%
Mokosak Advisory Group, LLC 497,025$20,587,0518.37%
Waterford Advisors, LLC 301,949$12,506,7107.00%
MERIDIAN MANAGEMENT CO 515,951$21,370,7016.97%
ForthRight Wealth Management, LLC 357,436$14,804,9816.38%
MARSHALL FINANCIAL GROUP INC /ADV 372,476$15,427,9526.28%
View complete list of SCHWAB STRATEGIC TR shareholders