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 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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Creative Financial Designs increased its Schwab US Dividend Equity ETF (SCHD) stake by 7.9% in Q1 2026, buying an estimated $14.9K and bringing the position to 6,669 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #510.

Creative Financial Designs first reported a position in SCHD in Q3 2018 and has held it in 26 quarters since. The position peaked at $2.98M in Q2 2024. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Creative Financial Designs held 6,669 shares of Schwab US Dividend Equity ETF worth $205K as of Q1 2026.
Creative Financial Designs bought 490 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $14.9K.
Schwab US Dividend Equity ETF made up 0.01% of Creative Financial Designs's portfolio in Q1 2026, its #510 holding.
Creative Financial Designs first reported a position in Schwab US Dividend Equity ETF in Q3 2018 and has held it in 26 quarters since.
Creative Financial Designs's Schwab US Dividend Equity ETF position peaked at $2.98M in Q2 2024.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

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