CREATIVE FINANCIAL DESIGNS INC /ADV - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 288 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$108,854
+9.8%
2,271
+12.9%
0.01%
+8.3%
Q2 2023$99,114
-36.5%
2,011
-35.0%
0.01%
-40.0%
Q1 2023$156,123
-22.8%
3,096
-24.6%
0.02%
-33.3%
Q4 2022$202,173
-60.2%
4,107
-60.3%
0.03%
-63.9%
Q3 2022$508,000
+0.8%
10,347
+5.9%
0.08%0.0%
Q2 2022$504,000
+95.3%
9,770
+101.5%
0.08%
+112.8%
Q1 2022$258,000
+27.1%
4,849
+33.8%
0.04%
+25.8%
Q4 2021$203,000
-7.3%
3,624
-6.3%
0.03%
-13.9%
Q3 2021$219,0000.0%3,867
+0.4%
0.04%
-5.3%
Q2 2021$219,000
-90.7%
3,851
-90.8%
0.04%
-91.8%
Q1 2021$2,358,000
+7.2%
41,801
+10.6%
0.46%
-1.9%
Q4 2020$2,200,000
+14.7%
37,794
+15.7%
0.47%
-0.8%
Q3 2020$1,918,000
+1918.9%
32,677
+1932.2%
0.47%
+1534.5%
Q2 2020$95,0001,608
+17766.7%
0.03%
Q2 2017$090.0%0.00%
Q1 2017$090.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2021
NameSharesValueWeighting ↓
Cornerstone Wealth Advisors, Inc. 719,307$34,483,57812.16%
Northwest Capital Management Inc 600,030$28,765,44811.11%
HC Advisors, LLC 250,445$12,006,3787.14%
Beacon Wealthcare LLC 266,966$12,798,3676.76%
Upper Left Wealth Management, LLC 131,494$6,303,8236.56%
WestHill Financial Advisors, Inc. 458,657$21,988,0176.42%
Hilton Capital Management, LLC 959,558$46,001,2036.13%
Charles Schwab Investment Advisory, Inc. 77,254,712$3,703,590,8785.85%
Moisand Fitzgerald Tamayo, LLC 530,955$25,453,9835.37%
Your Advocates Ltd., LLP 185,501$8,892,8955.31%
View complete list of SCHWAB STRATEGIC TR shareholders