CCMI
SCHM icon

Creative Capital Management Investments’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Creative Capital Management Investments’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$41.4K Hold
1,337
– – 0.01% 123
2025
Q4 		$40.2K Hold
1,337
– – 0.01% 126
2025
Q3 		$39.6K Hold
1,337
– – 0.01% 124
2025
Q2 		$37.5K Buy
+1,337
New +$35.3K 0.01% 130

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Creative Capital Management Investments held its Schwab US Mid-Cap ETF (SCHM) position steady in Q1 2026 at 1,337 shares worth $41.4K. The position accounts for 0.01% of the portfolio, ranked #123.

Creative Capital Management Investments first reported a position in SCHM in Q2 2025 and has held it in 4 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Creative Capital Management Investments held 1,337 shares of Schwab US Mid-Cap ETF worth $41.4K as of Q1 2026.
  • Creative Capital Management Investments left its Schwab US Mid-Cap ETF share count unchanged in Q1 2026.
  • Schwab US Mid-Cap ETF made up 0.01% of Creative Capital Management Investments's portfolio in Q1 2026, its #123 holding.
  • Creative Capital Management Investments first reported a position in Schwab US Mid-Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

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