Creative Financial Designs’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Creative Financial Designs’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$352K	Buy	11,113 +4,444	+67%	+$141K	0.02%	480
2026 Q1	$205K	Buy	6,669 +490	+8%	+$14.9K	0.01%	510
2025 Q4	$169K	Sell	6,179 -55,685	-90%	-$1.51M	0.01%	508
2025 Q3	$1.69M	Sell	61,864 -21,765	-26%	-$594K	0.11%	162
2025 Q2	$2.22M	Buy	83,629 +3,898	+5%	+$102K	0.16%	133
2025 Q1	$2.23M	Buy	79,731 +1,150	+1%	+$32.1K	0.18%	111
2024 Q4	$2.15M	Buy	78,581 +5,879	+8%	+$167K	0.17%	113
2024 Q3	$2.05M	Sell	72,702 -42,078	-37%	-$1.15M	0.17%	116
2024 Q2	$2.98M	Buy	114,780 +13,410	+13%	+$349K	0.26%	80
2024 Q1	$2.72M	Buy	101,370 +24,468	+32%	+$632K	0.26%	85
2023 Q4	$1.95M	Buy	76,902 +34,539	+82%	+$823K	0.2%	102
2023 Q3	$999K	Buy	42,363 +1,377	+3%	+$33.8K	0.12%	152
2023 Q2	$992K	Buy	40,986 +2,214	+6%	+$52.9K	0.12%	151
2023 Q1	$945K	Buy	38,772 +1,662	+4%	+$41.6K	0.12%	149
2022 Q4	$934K	Buy	37,110 +6,492	+21%	+$160K	0.14%	133
2022 Q3	$678K	Buy	30,618 +27,318	+828%	+$664K	0.11%	153
2022 Q2	$79K	Buy	3,300 +945	+40%	+$24K	0.01%	473
2022 Q1	$62K	Buy	+2,355	New	+$61.7K	0.01%	521
2020 Q4	–	Sell	-768	Closed	-$14K	–	1289
2020 Q3	$14K	Sell	768 -849	-53%	-$15.6K	﹤0.01%	737
2020 Q2	$28K	Buy	1,617 +15	+0.9%	+$253	0.01%	527
2020 Q1	$24K	Sell	1,602 -5,613	-78%	-$101K	0.01%	279
2019 Q4	$140K	Buy	7,215 +2,586	+56%	+$48.4K	0.06%	174
2019 Q3	$82K	Buy	4,629 +3,714	+406%	+$66.5K	0.04%	196
2019 Q2	$16K	Buy	915 +6	+0.7%	+$106	0.01%	352
2019 Q1	$16K	Buy	909 +9	+1%	+$151	0.01%	332
2018 Q4	$14K	Buy	900 +6	+0.7%	+$100	0.01%	326
2018 Q3	$16K	Buy	+894	New	+$15.5K	0.01%	370

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

Creative Financial Designs increased its Schwab US Dividend Equity ETF (SCHD) stake by 67% in Q2 2026, buying an estimated $141K and bringing the position to 11,113 shares worth $352K. The position accounts for 0.02% of the portfolio, ranked #480.

Creative Financial Designs first reported a position in SCHD in Q3 2018 and has held it in 27 quarters since. The position peaked at $2.98M in Q2 2024. 2,139 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Creative Financial Designs held 11,113 shares of Schwab US Dividend Equity ETF worth $352K as of Q2 2026.
Creative Financial Designs bought 4,444 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $141K.
Schwab US Dividend Equity ETF made up 0.02% of Creative Financial Designs's portfolio in Q2 2026, its #480 holding.
Creative Financial Designs first reported a position in Schwab US Dividend Equity ETF in Q3 2018 and has held it in 27 quarters since.
Creative Financial Designs's Schwab US Dividend Equity ETF position peaked at $2.98M in Q2 2024.
2,139 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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