CREATIVE FINANCIAL DESIGNS INC /ADV - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHI and the CUSIP is 808524698. A total of 45 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. 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$510,231
+85.3%
12,091
+93.5%
0.06%
+84.4%
Q2 2023$275,284
+15.8%
6,249
+17.3%
0.03%
+3.2%
Q1 2023$237,805
-18.7%
5,327
-21.5%
0.03%
-27.9%
Q4 2022$292,381
-3.5%
6,784
-5.8%
0.04%
-12.2%
Q3 2022$303,000
+180.6%
7,203
+197.2%
0.05%
+172.2%
Q2 2022$108,000
-6.9%
2,4240.0%0.02%0.0%
Q1 2022$116,000
-32.9%
2,424
-27.6%
0.02%
-30.8%
Q4 2021$173,000
-1.1%
3,3480.0%0.03%
-10.3%
Q3 2021$175,000
-7.9%
3,348
-7.4%
0.03%
-12.1%
Q2 2021$190,000
-80.0%
3,614
-80.4%
0.03%
-82.3%
Q1 2021$949,00018,4820.19%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2021
NameSharesValueWeighting ↓
WestHill Financial Advisors, Inc. 184,800$9,646,0002.98%
Copperleaf Capital, LLC 49,105$2,563,0002.47%
Charles Schwab Trust Co 168,491$8,795,0001.73%
FLC Capital Advisors 38,148$1,991,0000.59%
CLIENT 1ST ADVISORY GROUP, LLC 17,928$936,0000.48%
VAN STRUM & TOWNE INC. 23,050$1,203,0000.47%
Ridgewood Investments LLC 6,625$346,0000.24%
TNF LLC 6,573$340,0000.15%
Teamwork Financial Advisors, LLC 7,234$378,0000.08%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 3,575,486$186,639,0000.06%
View complete list of SCHWAB STRATEGIC TR shareholders