CREATIVE FINANCIAL DESIGNS INC /ADV - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is and the CUSIP is 808524649. A total of 25 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$130,382
+54.3%
2,630
+61.3%
0.02%
+50.0%
Q2 2023$84,485
+137.3%
1,630
+139.7%
0.01%
+100.0%
Q1 2023$35,6096800.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
NameSharesValueWeighting ↓
MYECFO, LLC 85,060$4,216,8502.92%
O'ROURKE & COMPANY, Inc 33,252$1,6481.20%
Wedmont Private Capital 112,619$5,540,1040.56%
Charles Schwab Trust Co 87,860$4,355,6600.49%
Pallas Capital Advisors LLC 114,291$5,565,0350.34%
TrinityPoint Wealth, LLC 24,505$1,214,8270.24%
Balboa Wealth Partners 9,000$446,1750.17%
Column Capital Advisors, LLC 13,876$687,9030.10%
Columbus Macro, LLC 4,751$235,5310.10%
Gleason Group, Inc. 7,458$369,7300.10%
View complete list of SCHWAB STRATEGIC TR shareholders