Creative Capital Management Investments’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Creative Capital Management Investments’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.53K	Buy	259 +45	+21%	+$1.35K	﹤0.01%	225
2025 Q4	$6.09K	Buy	+214	New	+$6.04K	﹤0.01%	235
2023 Q4	–	Sell	-48	Closed	-$994	–	228
2023 Q3	$994	Buy	+48	New	+$1.05K	﹤0.01%	217

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Creative Capital Management Investments's SCHA Position: Q1 2026 in Review

Creative Capital Management Investments increased its Schwab U.S Small- Cap ETF (SCHA) stake by 21% in Q1 2026, buying an estimated $1.35K and bringing the position to 259 shares worth $7.53K. The position accounts for ﹤0.01% of the portfolio, ranked #225.

Creative Capital Management Investments first reported a position in SCHA in Q3 2023 and has held it in 3 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Creative Capital Management Investments held 259 shares of Schwab U.S Small- Cap ETF worth $7.53K as of Q1 2026.
Creative Capital Management Investments bought 45 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $1.35K.
Schwab U.S Small- Cap ETF made up ﹤0.01% of Creative Capital Management Investments's portfolio in Q1 2026, its #225 holding.
Creative Capital Management Investments first reported a position in Schwab U.S Small- Cap ETF in Q3 2023 and has held it in 3 quarters since.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Creative Capital Management Investments's 13F filing for Q1 2026, filed 21 Apr 2026.