Creative Capital Management Investments’s Schwab US Dividend Equity ETF SCHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.37K	Hold	201	–	–	﹤0.01%	349
2026 Q1	$6.17K	Hold	201	–	–	﹤0.01%	233
2025 Q4	$5.51K	Hold	201	–	–	﹤0.01%	240
2025 Q3	$5.49K	Buy	+201	New	+$5.48K	﹤0.01%	219
2024 Q2	–	Sell	-153	Closed	-$4.11K	–	263
2024 Q1	$4.11K	Hold	153	–	–	﹤0.01%	180
2023 Q4	$3.88K	Hold	153	–	–	﹤0.01%	183
2023 Q3	$3.61K	Hold	153	–	–	﹤0.01%	192
2023 Q2	$3.7K	Hold	153	–	–	﹤0.01%	181
2023 Q1	$3.73K	Hold	153	–	–	﹤0.01%	195
2022 Q4	$4K	Buy	+153	New	+$3.78K	﹤0.01%	150

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

Creative Capital Management Investments held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 201 shares worth $6.37K. The position accounts for ﹤0.01% of the portfolio, ranked #349.

Creative Capital Management Investments first reported a position in SCHD in Q4 2022 and has held it in 10 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Creative Capital Management Investments held 201 shares of Schwab US Dividend Equity ETF worth $6.37K as of Q2 2026.
Creative Capital Management Investments left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up ﹤0.01% of Creative Capital Management Investments's portfolio in Q2 2026, its #349 holding.
Creative Capital Management Investments first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 10 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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