CREATIVE FINANCIAL DESIGNS INC /ADV - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 671 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$1,025,614
+0.4%
42,841
+3.3%
0.12%0.0%
Q2 2023$1,021,603
+13.0%
41,478
+12.5%
0.12%
+1.7%
Q1 2023$903,881
+25.7%
36,863
+21.4%
0.12%
+11.3%
Q4 2022$719,000
+157.7%
30,376
+143.7%
0.11%
+130.4%
Q3 2022$279,000
+54.1%
12,465
+74.7%
0.05%
+53.3%
Q2 2022$181,000
+1.1%
7,135
+10.4%
0.03%
+11.1%
Q1 2022$179,000
-3.8%
6,460
+3.1%
0.03%
-3.6%
Q4 2021$186,000
+10.7%
6,265
+13.7%
0.03%0.0%
Q3 2021$168,000
-6.1%
5,512
+1.2%
0.03%
-9.7%
Q2 2021$179,000
+16.2%
5,449
+12.4%
0.03%
+3.3%
Q1 2021$154,000
+4.8%
4,848
+1.0%
0.03%
-3.2%
Q4 2020$147,000
+14.8%
4,8000.0%0.03%
-3.1%
Q3 2020$128,000
+9.4%
4,8000.0%0.03%
-8.6%
Q2 2020$117,000
+2825.0%
4,800
+2996.8%
0.04%
+1650.0%
Q3 2019$4,0000.0%1550.0%0.00%0.0%
Q2 2019$4,0000.0%155
+0.6%
0.00%0.0%
Q1 2019$4,000
-33.3%
154
-35.3%
0.00%
-50.0%
Q4 2018$6,000
+200.0%
238
+170.5%
0.00%
+300.0%
Q3 2018$2,000
-98.4%
88
-98.2%
0.00%
-98.7%
Q2 2018$127,000
-9.3%
4,8880.0%0.08%
-16.7%
Q1 2018$140,000
+2.2%
4,888
-0.3%
0.09%
-3.2%
Q4 2017$137,000
+3.8%
4,9020.0%0.09%
+22.4%
Q3 2017$132,000
+8.2%
4,9020.0%0.08%
-2.6%
Q2 2017$122,000
+6.1%
4,902
+2.1%
0.08%
-6.0%
Q1 2017$115,000
+11.7%
4,8000.0%0.08%
-1.2%
Q4 2016$103,0004,8000.08%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2021
NameSharesValueWeighting ↓
COOPER/HAIMS ADVISORS, LLC 1,097,098$26,264,53120.43%
Red Tortoise LLC 403,032$9,648,5926.46%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 919,736$21,996,3726.36%
Heartwood Wealth Advisors LLC 1,779,025$42,589,8596.28%
Bishop & Co Investment Management, LLC 0$137,0086.15%
Upper Left Wealth Management, LLC 210,113$5,030,1065.23%
BlueSky Wealth Advisors, LLC 967,612$23,164,6204.74%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 448,428$10,735,3764.32%
Rainsberger Wealth Advisors, Inc. 293,900$7,035,9734.32%
Consilium Wealth Advisory, LLC 257,197$6,157,3074.31%
View complete list of SCHWAB STRATEGIC TR shareholders