Creative Financial Designs’s Schwab US Mid-Cap ETF SCHM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$73.4K	Buy	+1,992	New	+$68.6K	﹤0.01%	889
2022 Q4	–	Sell	-159	Closed	-$3K	–	1346
2022 Q3	$3K	Sell	159 -6,300	-98%	-$141K	﹤0.01%	1132
2022 Q2	$135K	Buy	6,459 +2,478	+62%	+$57.2K	0.02%	374
2022 Q1	$101K	Buy	3,981 +1,650	+71%	+$41.4K	0.02%	430
2021 Q4	$63K	Buy	2,331 +228	+11%	+$6.08K	0.01%	526
2021 Q3	$54K	Buy	2,103 +207	+11%	+$5.41K	0.01%	600
2021 Q2	$49K	Buy	1,896 +1,110	+141%	+$28.7K	0.01%	608
2021 Q1	$20K	Buy	+786	New	+$19.1K	﹤0.01%	791
2020 Q4	–	Sell	-2,028	Closed	-$38K	–	1290
2020 Q3	$38K	Buy	2,028 +177	+10%	+$3.28K	0.01%	524
2020 Q2	$32K	Buy	1,851 +282	+18%	+$4.6K	0.01%	498
2020 Q1	$22K	Sell	1,569 -918	-37%	-$16.8K	0.01%	289
2019 Q4	$50K	Buy	2,487 +39	+2%	+$755	0.02%	250
2019 Q3	$45K	Buy	2,448 +351	+17%	+$6.63K	0.02%	244
2019 Q2	$40K	Buy	2,097 +99	+5%	+$1.85K	0.02%	249
2019 Q1	$37K	Sell	1,998 -324	-14%	-$5.79K	0.02%	243
2018 Q4	$37K	Buy	2,322 +111	+5%	+$1.94K	0.03%	220
2018 Q3	$43K	Buy	2,211 +1,821	+467%	+$34.7K	0.02%	246
2018 Q2	$7K	Hold	390	–	–	﹤0.01%	512
2018 Q1	$7K	Hold	390	–	–	﹤0.01%	460
2017 Q4	$7K	Hold	390	–	–	﹤0.01%	464
2017 Q3	$7K	Hold	390	–	–	﹤0.01%	461
2017 Q2	$6K	Hold	390	–	–	﹤0.01%	498
2017 Q1	$6K	Hold	390	–	–	﹤0.01%	462
2016 Q4	$6K	Buy	+390	New	+$5.71K	﹤0.01%	459

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Creative Financial Designs opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q2 2026: 1,992 shares worth $73.4K. The stake represents ﹤0.01% of the portfolio and ranks #889 among its holdings. This is a return to the name: Creative Financial Designs previously reported a position in SCHM as recently as Q3 2022.

Creative Financial Designs first reported a position in SCHM in Q4 2016 and has held it in 24 quarters since. The position peaked at $135K in Q2 2022. 1,074 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Creative Financial Designs held 1,992 shares of Schwab US Mid-Cap ETF worth $73.4K as of Q2 2026.
Schwab US Mid-Cap ETF was a new Creative Financial Designs position in Q2 2026.
Schwab US Mid-Cap ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #889 holding.
Creative Financial Designs first reported a position in Schwab US Mid-Cap ETF in Q4 2016 and has held it in 24 quarters since.
Creative Financial Designs's Schwab US Mid-Cap ETF position peaked at $135K in Q2 2022.
1,074 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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