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Creative Financial Designs’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Creative Financial Designs’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$805K Buy
27,681
+2,763
+11% +$82.8K 0.05% 258
2025
Q4 		$710K Buy
24,918
+1,781
+8% +$50.3K 0.04% 282
2025
Q3 		$646K Buy
23,137
+1,419
+7% +$37.9K 0.04% 293
2025
Q2 		$549K Buy
21,718
+1,279
+6% +$30.2K 0.04% 313
2025
Q1 		$479K Buy
20,439
+110
+0.5% +$2.8K 0.04% 294
2024
Q4 		$526K Sell
20,329
-1,903
-9% -$50.6K 0.04% 278
2024
Q3 		$572K Sell
22,232
-680
-3% -$16.9K 0.05% 267
2024
Q2 		$543K Sell
22,912
-1,700
-7% -$40.3K 0.05% 267
2024
Q1 		$606K Buy
24,612
+328
+1% +$7.68K 0.06% 238
2023
Q4 		$574K Buy
24,284
+8
+0% +$169 0.06% 223
2023
Q3 		$503K Buy
24,276
+1,566
+7% +$34.4K 0.06% 216
2023
Q2 		$497K Buy
22,710
+4,116
+22% +$85.8K 0.06% 215
2023
Q1 		$390K Buy
18,594
+9,904
+114% +$213K 0.05% 240
2022
Q4 		$176K Sell
8,690
-2,504
-22% -$51.3K 0.03% 333
2022
Q3 		$212K Sell
11,194
-11,144
-50% -$233K 0.03% 285
2022
Q2 		$435K Sell
22,338
-6,580
-23% -$141K 0.07% 195
2022
Q1 		$685K Buy
28,918
+1,882
+7% +$44.4K 0.1% 164
2021
Q4 		$692K Buy
27,036
+6,276
+30% +$162K 0.1% 156
2021
Q3 		$520K Buy
20,760
+900
+5% +$22.9K 0.09% 176
2021
Q2 		$517K Buy
19,860
+5,004
+34% +$128K 0.09% 173
2021
Q1 		$370K Buy
+14,856
New +$365K 0.07% 200
2019
Q1 		– Sell
-180
Closed -$3K – 633
2018
Q4 		$3K Hold
180
– – ﹤0.01% 487
2018
Q3 		$3K Hold
180
– – ﹤0.01% 617
2018
Q2 		$3K Hold
180
– – ﹤0.01% 626
2018
Q1 		$3K Hold
180
– – ﹤0.01% 575
2017
Q4 		$3K Hold
180
– – ﹤0.01% 570
2017
Q3 		$3K Hold
180
– – ﹤0.01% 594
2017
Q2 		$3K Buy
+180
New +$2.84K ﹤0.01% 599

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Creative Financial Designs's SCHA Position: Q1 2026 in Review

Creative Financial Designs increased its Schwab U.S Small- Cap ETF (SCHA) stake by 11% in Q1 2026, buying an estimated $82.8K and bringing the position to 27,681 shares worth $805K. The position accounts for 0.05% of the portfolio, ranked #258.

Creative Financial Designs first reported a position in SCHA in Q2 2017 and has held it in 28 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Creative Financial Designs held 27,681 shares of Schwab U.S Small- Cap ETF worth $805K as of Q1 2026.
  • Creative Financial Designs bought 2,763 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $82.8K.
  • Schwab U.S Small- Cap ETF made up 0.05% of Creative Financial Designs's portfolio in Q1 2026, its #258 holding.
  • Creative Financial Designs first reported a position in Schwab U.S Small- Cap ETF in Q2 2017 and has held it in 28 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.