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 Q2	$7.73K	Sell	214 -45	-17%	-$1.49K	﹤0.01%	312
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 $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Creative Capital Management Investments's SCHA Position: Q2 2026 in Review

Creative Capital Management Investments reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 17% in Q2 2026, selling an estimated $1.49K and leaving 214 shares worth $7.73K. The position accounts for ﹤0.01% of the portfolio, ranked #312.

Creative Capital Management Investments first reported a position in SCHA in Q3 2023 and has held it in 4 quarters since. 1,353 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Creative Capital Management Investments held 214 shares of Schwab U.S Small- Cap ETF worth $7.73K as of Q2 2026.
Creative Capital Management Investments sold 45 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $1.49K.
Schwab U.S Small- Cap ETF made up ﹤0.01% of Creative Capital Management Investments's portfolio in Q2 2026, its #312 holding.
Creative Capital Management Investments first reported a position in Schwab U.S Small- Cap ETF in Q3 2023 and has held it in 4 quarters since.
1,353 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.