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 Q2	$49.3K	Hold	1,337	–	–	0.01%	165
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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Creative Capital Management Investments held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 1,337 shares worth $49.3K. The position accounts for 0.01% of the portfolio, ranked #165.

Creative Capital Management Investments first reported a position in SCHM in Q2 2025 and has held it in 5 quarters since. 1,074 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Creative Capital Management Investments held 1,337 shares of Schwab US Mid-Cap ETF worth $49.3K as of Q2 2026.
Creative Capital Management Investments left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
Schwab US Mid-Cap ETF made up 0.01% of Creative Capital Management Investments's portfolio in Q2 2026, its #165 holding.
Creative Capital Management Investments first reported a position in Schwab US Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
1,074 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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