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Schwab Strategic Tr shares owned by Creative Financial Designs

Quarter-by-quarter ownership of Schwab Strategic Tr (SCMB) shares owned by Creative Financial Designs from 13F filings

Historical chart of Creative Financial Designs investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Creative Financial Designs consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Creative Financial Designs

Quarter filed Position value Share count Share price at filing
2024-03-31 $417k 8.0k 52.05
2023-12-31 $302k 5.7k 52.61
2023-09-30 $130k 2.6k 49.57
2023-06-30 $85k 1.6k 51.83
2023-03-31 $36k 680 52.37

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View all positions for Creative Financial Designs

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
Charles Schwab Trust
Wedmont Private Capital
Pallas Capital Advisors
Beaird Harris Wealth Management
Bank of America Corporation
Myecfo
Garrett Investment Advisors
Adviser Investments
O'rourke & Company
VanderPol Investments
Envestnet Asset Management
Bank of New York Mellon
Susquehanna International
TrinityPoint Wealth

View all funds holding Schwab Strategic Tr