Creative Financial Designs’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$84.5K	Sell	2,701 -5,678	-68%	-$177K	﹤0.01%	851
2026 Q1	$263K	Buy	8,379 +3,546	+73%	+$113K	0.02%	456
2025 Q4	$153K	Buy	4,833 +29	+0.6%	+$937	0.01%	541
2025 Q3	$155K	Buy	4,804 +1,848	+63%	+$58.5K	0.01%	532
2025 Q2	$94.3K	Buy	2,956 +60	+2%	+$1.89K	0.01%	682
2025 Q1	$94.9K	Sell	2,896 -10,592	-79%	-$339K	0.01%	634
2024 Q4	$424K	Hold	13,488	–	–	0.03%	310
2024 Q3	$472K	Buy	13,488 +7,524	+126%	+$259K	0.04%	298
2024 Q2	$196K	Buy	5,964 +65	+1%	+$2.12K	0.02%	433
2024 Q1	$199K	Buy	5,899 +2,374	+67%	+$80K	0.02%	418
2023 Q4	$124K	Buy	+3,525	New	+$114K	0.01%	494

Other funds holding SCHQ

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return

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

CWA

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

WRPWM

Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Creative Financial Designs reduced its Schwab Long-Term US Treasury ETF (SCHQ) stake by 68% in Q2 2026, selling an estimated $177K and leaving 2,701 shares worth $84.5K. The position accounts for ﹤0.01% of the portfolio, ranked #851.

Creative Financial Designs first reported a position in SCHQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $472K in Q3 2024. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

Creative Financial Designs held 2,701 shares of Schwab Long-Term US Treasury ETF worth $84.5K as of Q2 2026.
Creative Financial Designs sold 5,678 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $177K.
Schwab Long-Term US Treasury ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #851 holding.
Creative Financial Designs first reported a position in Schwab Long-Term US Treasury ETF in Q4 2023 and has held it in 11 quarters since.
Creative Financial Designs's Schwab Long-Term US Treasury ETF position peaked at $472K in Q3 2024.
118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

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