CFD
SCHI icon

Creative Financial Designs’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Creative Financial Designs’s Portfolio SCHI Stock Details SCHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$775K Buy
34,232
+1,405
+4% +$31.8K 0.04% 319
2026
Q1 		$745K Sell
32,827
-379
-1% -$8.69K 0.05% 273
2025
Q4 		$763K Buy
33,206
+2,211
+7% +$51K 0.05% 269
2025
Q3 		$715K Buy
30,995
+6,337
+26% +$145K 0.05% 274
2025
Q2 		$561K Buy
24,658
+5,335
+28% +$119K 0.04% 308
2025
Q1 		$434K Buy
19,323
+4,159
+27% +$92.5K 0.03% 305
2024
Q4 		$335K Sell
15,164
-2,004
-12% -$45K 0.03% 347
2024
Q3 		$396K Sell
17,168
-12,796
-43% -$290K 0.03% 325
2024
Q2 		$661K Buy
29,964
+802
+3% +$17.6K 0.06% 234
2024
Q1 		$649K Sell
29,162
-9,258
-24% -$206K 0.06% 225
2023
Q4 		$863K Buy
38,420
+14,238
+59% +$305K 0.09% 178
2023
Q3 		$510K Buy
24,182
+11,684
+93% +$253K 0.06% 215
2023
Q2 		$275K Buy
12,498
+1,844
+17% +$40.8K 0.03% 292
2023
Q1 		$238K Sell
10,654
-2,914
-21% -$64.3K 0.03% 299
2022
Q4 		$292K Sell
13,568
-838
-6% -$17.9K 0.04% 267
2022
Q3 		$303K Buy
14,406
+9,558
+197% +$213K 0.05% 239
2022
Q2 		$108K Hold
4,848
– – 0.02% 416
2022
Q1 		$116K Sell
4,848
-1,848
-28% -$45.7K 0.02% 409
2021
Q4 		$173K Hold
6,696
– – 0.03% 332
2021
Q3 		$175K Sell
6,696
-532
-7% -$14K 0.03% 330
2021
Q2 		$190K Sell
7,228
-29,736
-80% -$773K 0.03% 307
2021
Q1 		$949K Buy
+36,964
New +$970K 0.19% 101

Other funds holding SCHI

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Creative Financial Designs increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 4.3% in Q2 2026, buying an estimated $31.8K and bringing the position to 34,232 shares worth $775K. The position accounts for 0.04% of the portfolio, ranked #319.

Creative Financial Designs first reported a position in SCHI in Q1 2021 and has held it in 22 quarters since. The position peaked at $949K in Q1 2021. 268 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Creative Financial Designs held 34,232 shares of Schwab 5-10 Year Corporate Bond ETF worth $775K as of Q2 2026.
  • Creative Financial Designs bought 1,405 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $31.8K.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.04% of Creative Financial Designs's portfolio in Q2 2026, its #319 holding.
  • Creative Financial Designs first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Creative Financial Designs's Schwab 5-10 Year Corporate Bond ETF position peaked at $949K in Q1 2021.
  • 268 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

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