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Creative Financial Designs’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Creative Financial Designs’s Portfolio SCHJ Stock Details SCHJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$64.3K Hold
2,600
– – ﹤0.01% 817
2025
Q4 		$64.7K Sell
2,600
-9,328
-78% -$232K ﹤0.01% 781
2025
Q3 		$298K Buy
11,928
+104
+0.9% +$2.58K 0.02% 404
2025
Q2 		$293K Buy
11,824
+101
+0.9% +$2.48K 0.02% 406
2025
Q1 		$289K Buy
11,723
+70
+0.6% +$1.71K 0.02% 370
2024
Q4 		$284K Buy
11,653
+123
+1% +$3.01K 0.02% 373
2024
Q3 		$286K Sell
11,530
-5,450
-32% -$134K 0.02% 376
2024
Q2 		$410K Sell
16,980
-74
-0.4% -$1.78K 0.04% 304
2024
Q1 		$412K Buy
17,054
+106
+0.6% +$2.56K 0.04% 292
2023
Q4 		$410K Sell
16,948
-6,740
-28% -$160K 0.04% 267
2023
Q3 		$556K Buy
23,688
+7,760
+49% +$183K 0.06% 199
2023
Q2 		$376K Sell
15,928
-716
-4% -$17K 0.04% 247
2023
Q1 		$396K Buy
16,644
+968
+6% +$22.9K 0.05% 236
2022
Q4 		$368K Sell
15,676
-3,058
-16% -$71.3K 0.05% 244
2022
Q3 		$434K Sell
18,734
-752
-4% -$17.8K 0.07% 197
2022
Q2 		$463K Sell
19,486
-206
-1% -$4.93K 0.08% 189
2022
Q1 		$478K Sell
19,692
-53,292
-73% -$1.32M 0.07% 199
2021
Q4 		$1.84M Sell
72,984
-16,454
-18% -$417K 0.28% 79
2021
Q3 		$2.28M Buy
89,438
+5,356
+6% +$137K 0.38% 63
2021
Q2 		$2.15M Buy
84,082
+22,360
+36% +$572K 0.37% 61
2021
Q1 		$1.57M Buy
+61,722
New +$1.58M 0.31% 72

Other funds holding SCHJ

HIC
Hamrick Investment Counsel Seattle, Washington $180M AUM
HIC
Hartline Investment Corp Winnetka, Illinois $909M AUM 45.7% 1-Year Est. Return
WWWM
White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWA
Sightline Wealth Advisors Groton, Connecticut $273M AUM 18.08% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return

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

Creative Financial Designs held its Schwab 1-5 Year Corporate Bond ETF (SCHJ) position steady in Q1 2026 at 2,600 shares worth $64.3K. The position accounts for ﹤0.01% of the portfolio, ranked #817.

Creative Financial Designs first reported a position in SCHJ in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.28M in Q3 2021. 125 funds tracked by Wall St. Rank hold SCHJ as of Q1 2026.

  • Creative Financial Designs held 2,600 shares of Schwab 1-5 Year Corporate Bond ETF worth $64.3K as of Q1 2026.
  • Creative Financial Designs left its Schwab 1-5 Year Corporate Bond ETF share count unchanged in Q1 2026.
  • Schwab 1-5 Year Corporate Bond ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #817 holding.
  • Creative Financial Designs first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • Creative Financial Designs's Schwab 1-5 Year Corporate Bond ETF position peaked at $2.28M in Q3 2021.
  • 125 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2026.

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