CREATIVE FINANCIAL DESIGNS INC /ADV - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 856 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$8,992,131
+4.2%
264,786
+9.4%
1.05%
+3.2%
Q2 2023$8,630,741
+10.5%
242,097
+7.9%
1.02%
-0.6%
Q1 2023$7,808,314
+23.0%
224,377
+13.8%
1.02%
+9.0%
Q4 2022$6,348,846
+22.4%
197,108
+6.9%
0.94%
+10.7%
Q3 2022$5,188,000
-29.2%
184,441
-20.8%
0.85%
-29.5%
Q2 2022$7,324,000
+4565.0%
232,874
+5351.2%
1.20%
+4908.3%
Q1 2022$157,000
+4.7%
4,272
+10.6%
0.02%
+4.3%
Q4 2021$150,000
+145.9%
3,863
+145.3%
0.02%
+130.0%
Q3 2021$61,000
+13.0%
1,575
+14.1%
0.01%
+11.1%
Q2 2021$54,000
+500.0%
1,380
+494.8%
0.01%
+350.0%
Q1 2021$9,000
+80.0%
232
+75.8%
0.00%
+100.0%
Q4 2020$5,000
-44.4%
132
-52.0%
0.00%
-50.0%
Q3 2020$9,000
-83.6%
275
-85.1%
0.00%
-88.2%
Q2 2020$55,000
-92.2%
1,844
-93.3%
0.02%
-95.3%
Q1 2020$709,000
-81.7%
27,436
-76.0%
0.36%
-78.9%
Q4 2019$3,874,000
+12.3%
114,288
+2.5%
1.73%
-6.7%
Q3 2019$3,450,000
+1.0%
111,482
+4.7%
1.86%
+0.2%
Q2 2019$3,417,000
+7.0%
106,493
+4.4%
1.85%
-3.1%
Q1 2019$3,194,000
+28936.4%
101,998
+25722.3%
1.91%
+23812.5%
Q4 2018$11,000
-15.4%
395
+0.8%
0.01%
+14.3%
Q3 2018$13,0000.0%3920.0%0.01%
-12.5%
Q2 2018$13,000
+8.3%
392
+14.0%
0.01%0.0%
Q1 2018$12,000
-14.3%
344
-14.6%
0.01%
-20.0%
Q4 2017$14,000
+7.7%
403
+0.2%
0.01%
+42.9%
Q3 2017$13,000
+18.2%
402
+18.2%
0.01%0.0%
Q2 2017$11,0003400.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2021
NameSharesValueWeighting ↓
FINANCIAL CONSULATE, INC 1,261,994$42,857,31218.92%
Leverty Financial Group, LLC 763,759$25,940,19318.83%
Matrix Trust Co 1,973,036$67,00417.49%
ACT WEALTH MANAGEMENT, LLC 743,643$25,254,10216.95%
WEALTH MANAGEMENT RESOURCES, INC. 89,052$30,124,23614.56%
Evergreen Advisors, LLC 1,118,458$37,982,82613.70%
Koesten, Hirschmann & Crabtree, INC. 504,969$17,148,75313.44%
Paradigm, Strategies in Wealth Management, LLC 577,474$19,611,00412.50%
Riverpoint Wealth Management Holdings, LLC 1,046,418$35,536,34511.72%
Benchmark Financial Wealth Advisors, LLC 728,327$24,733,97511.62%
View complete list of SCHWAB STRATEGIC TR shareholders