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Creative Capital Management Investments’s Schwab US Large- Cap ETF SCHX Stock Holding History

Creative Capital Management Investments’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.09K Sell
37
-124
-77% -$3.54K ﹤0.01% 1079
2026
Q1 		$4.13K Buy
161
+124
+335% +$3.33K ﹤0.01% 246
2025
Q4 		$996 Buy
+37
New +$988 ﹤0.01% 290
2023
Q4 		– Sell
-111
Closed -$1.87K – 236
2023
Q3 		$1.87K Buy
+111
New +$1.95K ﹤0.01% 206

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Creative Capital Management Investments reduced its Schwab US Large- Cap ETF (SCHX) stake by 77% in Q2 2026, selling an estimated $3.54K and leaving 37 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1079.

Creative Capital Management Investments first reported a position in SCHX in Q3 2023 and has held it in 4 quarters since. The position peaked at $4.13K in Q1 2026. 1,608 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Creative Capital Management Investments held 37 shares of Schwab US Large- Cap ETF worth $1.09K as of Q2 2026.
  • Creative Capital Management Investments sold 124 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $3.54K.
  • Schwab US Large- Cap ETF made up ﹤0.01% of Creative Capital Management Investments's portfolio in Q2 2026, its #1079 holding.
  • Creative Capital Management Investments first reported a position in Schwab US Large- Cap ETF in Q3 2023 and has held it in 4 quarters since.
  • Creative Capital Management Investments's Schwab US Large- Cap ETF position peaked at $4.13K in Q1 2026.
  • 1,608 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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