CREATIVE FINANCIAL DESIGNS INC /ADV - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 102 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$556,253
+47.8%
11,844
+48.7%
0.06%
+47.7%
Q2 2023$376,458
-4.9%
7,964
-4.3%
0.04%
-15.4%
Q1 2023$395,836
+7.7%
8,322
+6.2%
0.05%
-3.7%
Q4 2022$367,524
-15.3%
7,838
-16.3%
0.05%
-23.9%
Q3 2022$434,000
-6.3%
9,367
-3.9%
0.07%
-6.6%
Q2 2022$463,000
-3.1%
9,743
-1.0%
0.08%
+4.1%
Q1 2022$478,000
-74.1%
9,846
-73.0%
0.07%
-73.7%
Q4 2021$1,845,000
-19.2%
36,492
-18.4%
0.28%
-26.5%
Q3 2021$2,283,000
+6.1%
44,719
+6.4%
0.38%
+1.3%
Q2 2021$2,152,000
+36.8%
42,041
+36.2%
0.37%
+21.5%
Q1 2021$1,573,00030,8610.31%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2021
NameSharesValueWeighting ↓
Kades & Cheifetz LLC 61,549$2,890,6292.29%
TAP Consulting, LLC 189,133$8,882,6552.29%
VAN STRUM & TOWNE INC. 46,467$2,179,6690.92%
Rosenberg Matthew Hamilton 55,919$2,626,2360.88%
CLIENT 1ST ADVISORY GROUP, LLC 27,822$1,306,6490.69%
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 14,210$6670.53%
Jackson Creek Investment Advisors LLC 24,945$1,1720.50%
Crescent Sterling, Ltd. 8,140$382,2950.40%
Worth Asset Management, LLC 8,202$385,2070.31%
AlphaStar Capital Management, LLC 51,252$2,407,0710.30%
View complete list of SCHWAB STRATEGIC TR shareholders