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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
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 $57.3B AUM 18.32% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Creative Financial Designs reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 1.1% in Q1 2026, selling an estimated $8.69K and leaving 32,827 shares worth $745K. The position accounts for 0.05% of the portfolio, ranked #273.

Creative Financial Designs first reported a position in SCHI in Q1 2021 and has held it in 21 quarters since. The position peaked at $949K in Q1 2021. 257 funds tracked by Wall St. Rank hold SCHI as of Q1 2026.

  • Creative Financial Designs held 32,827 shares of Schwab 5-10 Year Corporate Bond ETF worth $745K as of Q1 2026.
  • Creative Financial Designs sold 379 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2026, an estimated $8.69K.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.05% of Creative Financial Designs's portfolio in Q1 2026, its #273 holding.
  • Creative Financial Designs first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • Creative Financial Designs's Schwab 5-10 Year Corporate Bond ETF position peaked at $949K in Q1 2021.
  • 257 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2026.

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