CREATIVE FINANCIAL DESIGNS INC /ADV - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 477 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$391,536
+31.6%
8,176
+32.0%
0.05%
+31.4%
Q2 2023$297,622
+103.4%
6,193
+106.4%
0.04%
+84.2%
Q1 2023$146,359
-6.1%
3,000
-7.1%
0.02%
-17.4%
Q4 2022$155,858
-60.4%
3,231
-60.4%
0.02%
-64.1%
Q3 2022$394,000
+2.3%
8,164
+4.3%
0.06%
+1.6%
Q2 2022$385,000
-90.5%
7,829
-90.4%
0.06%
-89.8%
Q1 2022$4,044,000
-71.6%
81,634
-70.9%
0.62%
-71.4%
Q4 2021$14,259,000
+8.5%
280,410
+9.3%
2.15%
-1.1%
Q3 2021$13,138,000
+9.8%
256,658
+9.9%
2.17%
+4.7%
Q2 2021$11,967,000
+45.7%
233,630
+46.0%
2.08%
+29.3%
Q1 2021$8,212,000
+30.4%
160,042
+30.6%
1.60%
+19.2%
Q4 2020$6,299,000
+38.3%
122,582
+38.6%
1.35%
+19.6%
Q3 2020$4,555,000
+1239.7%
88,450
+1243.2%
1.12%
+992.2%
Q2 2020$340,0006,585
+329150.0%
0.10%
Q2 2018$020.0%0.00%
Q1 2018$0
-100.0%
2
-87.5%
0.00%
-100.0%
Q2 2017$1,0000.0%160.0%0.00%0.0%
Q1 2017$1,000160.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2021
NameSharesValueWeighting ↓
Pacific Sage Partners, LLC 1,348,867$64,597,23219.43%
Morningstar Investment Management LLC 2,068,533$99,06214.82%
Northeast Financial Group, Inc. 364,913$17,475,69410.74%
Greenline Partners, LLC 1,125,630$56,399,76310.63%
United Capital Management of KS, Inc. 589,658$28,238,7389.61%
Altiora Financial Group, LLC 410,283$19,648,4329.12%
Traverso Chambers Private Wealth Management, LLC 629,147$30,129,8308.06%
ASSET PLANNING CORPORATION 208,249$9,973,0277.67%
LOWERY THOMAS, LLC 164,391$7,872,6807.53%
Courage Miller Partners, LLC 360,432$17,261,1037.08%
View complete list of SCHWAB STRATEGIC TR shareholders