Creative Financial Designs’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.66M	Buy	110,183 +19,770	+22%	+$478K	0.13%	149
2026 Q1	$2.19M	Buy	90,413 +2,002	+2%	+$48.7K	0.13%	137
2025 Q4	$2.15M	Buy	88,411 +6,676	+8%	+$163K	0.14%	137
2025 Q3	$1.99M	Buy	81,735 +23,375	+40%	+$569K	0.13%	142
2025 Q2	$1.42M	Buy	58,360 +17,128	+42%	+$416K	0.1%	170
2025 Q1	$1M	Buy	41,232 +15,119	+58%	+$366K	0.08%	193
2024 Q4	$628K	Buy	26,113 +1,241	+5%	+$30.1K	0.05%	256
2024 Q3	$609K	Buy	24,872 +934	+4%	+$22.7K	0.05%	261
2024 Q2	$576K	Buy	23,938 +2,322	+11%	+$55.7K	0.05%	254
2024 Q1	$521K	Buy	21,616 +5,572	+35%	+$135K	0.05%	260
2023 Q4	$389K	Sell	16,044 -308	-2%	-$7.4K	0.04%	275
2023 Q3	$392K	Buy	16,352 +3,966	+32%	+$95.1K	0.05%	250
2023 Q2	$298K	Buy	12,386 +6,386	+106%	+$155K	0.04%	280
2023 Q1	$146K	Sell	6,000 -462	-7%	-$11.2K	0.02%	387
2022 Q4	$156K	Sell	6,462 -9,866	-60%	-$238K	0.02%	360
2022 Q3	$394K	Buy	16,328 +670	+4%	+$16.4K	0.06%	209
2022 Q2	$385K	Sell	15,658 -147,610	-90%	-$3.64M	0.06%	211
2022 Q1	$4.04M	Sell	163,268 -397,552	-71%	-$9.98M	0.62%	41
2021 Q4	$14.3M	Buy	560,820 +47,504	+9%	+$1.21M	2.15%	8
2021 Q3	$13.1M	Buy	513,316 +46,056	+10%	+$1.18M	2.17%	7
2021 Q2	$12M	Buy	467,260 +147,176	+46%	+$3.77M	2.08%	8
2021 Q1	$8.21M	Buy	320,084 +74,920	+31%	+$1.92M	1.61%	15
2020 Q4	$6.3M	Buy	245,164 +68,264	+39%	+$1.76M	1.35%	18
2020 Q3	$4.55M	Buy	176,900 +163,730	+1,243%	+$4.22M	1.12%	23
2020 Q2	$340K	Buy	+13,170	New	+$340K	0.1%	145
2018 Q3	–	Sell	-4	Closed	–	–	817
2018 Q2	$0	Hold	4	–	–	﹤0.01%	788
2018 Q1	$0	Buy	+4	New	+$100	﹤0.01%	744
2017 Q3	–	Sell	-32	Closed	-$1K	–	812
2017 Q2	$1K	Hold	32	–	–	﹤0.01%	714
2017 Q1	$1K	Buy	+32	New	+$807	﹤0.01%	671

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Creative Financial Designs increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 22% in Q2 2026, buying an estimated $478K and bringing the position to 110,183 shares worth $2.66M. The position accounts for 0.13% of the portfolio, ranked #149.

Creative Financial Designs first reported a position in SCHO in Q1 2017 and has held it in 29 quarters since. The position peaked at $14.3M in Q4 2021. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Creative Financial Designs held 110,183 shares of Schwab Short-Term US Treasury ETF worth $2.66M as of Q2 2026.
Creative Financial Designs bought 19,770 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $478K.
Schwab Short-Term US Treasury ETF made up 0.13% of Creative Financial Designs's portfolio in Q2 2026, its #149 holding.
Creative Financial Designs first reported a position in Schwab Short-Term US Treasury ETF in Q1 2017 and has held it in 29 quarters since.
Creative Financial Designs's Schwab Short-Term US Treasury ETF position peaked at $14.3M in Q4 2021.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

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