Creative Capital Management Investments’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.49K	Buy	+140	New	+$3.51K	﹤0.01%	250
2023 Q4	–	Sell	-52	Closed	-$1.25K	–	235
2023 Q3	$1.25K	Buy	+52	New	+$1.27K	﹤0.01%	213

Other funds holding SCHR

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

CWA

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

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

Creative Capital Management Investments opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2026: 140 shares worth $3.49K. The stake represents ﹤0.01% of the portfolio and ranks #250 among its holdings. This is a return to the name: Creative Capital Management Investments previously reported a position in SCHR as recently as Q3 2023.

Creative Capital Management Investments first reported a position in SCHR in Q3 2023 and has held it in 2 quarters since. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Creative Capital Management Investments held 140 shares of Schwab Intermediately-Term US Treasury ETF worth $3.49K as of Q1 2026.
Schwab Intermediately-Term US Treasury ETF was a new Creative Capital Management Investments position in Q1 2026.
Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Creative Capital Management Investments's portfolio in Q1 2026, its #250 holding.
Creative Capital Management Investments first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2023 and has held it in 2 quarters since.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

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