Creative Capital Management Investments’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.5K	Sell	641 -225	-26%	-$5.09K	﹤0.01%	247
2026 Q1	$19.6K	Buy	866 +225	+35%	+$5.16K	0.01%	176
2025 Q4	$14.7K	Buy	641 +625	+3,906%	+$14.4K	﹤0.01%	189
2025 Q3	$369	Hold	16	–	–	﹤0.01%	256
2025 Q2	$364	Hold	16	–	–	﹤0.01%	299
2025 Q1	$359	Hold	16	–	–	﹤0.01%	227
2024 Q4	$353	Buy	+16	New	+$359	﹤0.01%	249
2023 Q4	–	Sell	-104	Closed	-$2.19K	–	233
2023 Q3	$2.19K	Buy	+104	New	+$2.25K	﹤0.01%	204

Other funds holding SCHI

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

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

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Creative Capital Management Investments reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 26% in Q2 2026, selling an estimated $5.09K and leaving 641 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

Creative Capital Management Investments first reported a position in SCHI in Q3 2023 and has held it in 8 quarters since. The position peaked at $19.6K in Q1 2026. 265 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

Creative Capital Management Investments held 641 shares of Schwab 5-10 Year Corporate Bond ETF worth $14.5K as of Q2 2026.
Creative Capital Management Investments sold 225 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $5.09K.
Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Creative Capital Management Investments's portfolio in Q2 2026, its #247 holding.
Creative Capital Management Investments first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2023 and has held it in 8 quarters since.
Creative Capital Management Investments's Schwab 5-10 Year Corporate Bond ETF position peaked at $19.6K in Q1 2026.
265 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

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