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 Q2	–	Sell	-140	Closed	-$3.49K	–	1461
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 $751B AUM 38.74% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

CWA

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

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

Creative Capital Management Investments sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2026, closing a stake of 140 shares — an estimated $3.49K sold.

Creative Capital Management Investments first reported a position in SCHR in Q3 2023 and held it in 2 quarters. The position peaked at $3.49K in Q1 2026. 507 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Creative Capital Management Investments reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
Creative Capital Management Investments sold 140 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $3.49K.
Creative Capital Management Investments first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2023 and held it in 2 quarters.
Creative Capital Management Investments's Schwab Intermediately-Term US Treasury ETF position peaked at $3.49K in Q1 2026.
507 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

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