CFD
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Creative Financial Designs’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Creative Financial Designs’s Portfolio SCHC Stock Details SCHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$215K Buy
4,464
+38
+0.9% +$1.89K 0.01% 591
2026
Q1 		$207K Buy
4,426
+522
+13% +$25.2K 0.01% 505
2025
Q4 		$178K Buy
3,904
+238
+6% +$10.8K 0.01% 493
2025
Q3 		$167K Sell
3,666
-61
-2% -$2.68K 0.01% 517
2025
Q2 		$159K Sell
3,727
-130
-3% -$5.04K 0.01% 548
2025
Q1 		$138K Sell
3,857
-755
-16% -$27K 0.01% 538
2024
Q4 		$158K Sell
4,612
-167
-3% -$6.08K 0.01% 500
2024
Q3 		$184K Buy
4,779
+240
+5% +$8.84K 0.02% 468
2024
Q2 		$161K Buy
4,539
+218
+5% +$7.77K 0.01% 478
2024
Q1 		$155K Buy
4,321
+284
+7% +$9.77K 0.01% 481
2023
Q4 		$141K Buy
4,037
+107
+3% +$3.47K 0.01% 463
2023
Q3 		$127K Buy
3,930
+683
+21% +$23.1K 0.01% 452
2023
Q2 		$110K Buy
3,247
+1,675
+107% +$56.6K 0.01% 464
2023
Q1 		$53K Buy
1,572
+269
+21% +$8.98K 0.01% 583
2022
Q4 		$41K Buy
1,303
+534
+69% +$16.3K 0.01% 605
2022
Q3 		$21K Buy
769
+17
+2% +$535 ﹤0.01% 728
2022
Q2 		$23K Buy
752
+256
+52% +$8.87K ﹤0.01% 711
2022
Q1 		$19K Buy
496
+76
+18% +$2.91K ﹤0.01% 777
2021
Q4 		$17K Buy
420
+341
+432% +$14.2K ﹤0.01% 799
2021
Q3 		$3K Sell
79
-7
-8% -$297 ﹤0.01% 1262
2021
Q2 		$4K Hold
86
– – ﹤0.01% 1231
2021
Q1 		$3K Hold
86
– – ﹤0.01% 1172
2020
Q4 		$3K Buy
86
+1
+1% +$35 ﹤0.01% 1087
2020
Q3 		$3K Hold
85
– – ﹤0.01% 1048
2020
Q2 		$3K Buy
85
+13
+18% +$359 ﹤0.01% 976
2020
Q1 		$2K Sell
72
-73
-50% -$2.25K ﹤0.01% 450
2019
Q4 		$5K Buy
145
+74
+104% +$2.47K ﹤0.01% 474
2019
Q3 		$2K Hold
71
– – ﹤0.01% 561
2019
Q2 		$2K Buy
71
+15
+27% +$486 ﹤0.01% 515
2019
Q1 		$2K Sell
56
-1
-2% -$32 ﹤0.01% 508
2018
Q4 		$2K Buy
57
+2
+4% +$64 ﹤0.01% 525
2018
Q3 		$2K Hold
55
– – ﹤0.01% 653
2018
Q2 		$2K Buy
+55
New +$2.03K ﹤0.01% 664

Other funds holding SCHC

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

Creative Financial Designs's SCHC Position: Q2 2026 in Review

Creative Financial Designs increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 0.86% in Q2 2026, buying an estimated $1.89K and bringing the position to 4,464 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #591.

Creative Financial Designs first reported a position in SCHC in Q2 2018 and has held it in 33 quarters since. 519 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Creative Financial Designs held 4,464 shares of Schwab International Small-Cap Equity ETF worth $215K as of Q2 2026.
  • Creative Financial Designs bought 38 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $1.89K.
  • Schwab International Small-Cap Equity ETF made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #591 holding.
  • Creative Financial Designs first reported a position in Schwab International Small-Cap Equity ETF in Q2 2018 and has held it in 33 quarters since.
  • 519 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.