Creative Financial Designs’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.74M	Buy	151,499 +16,231	+12%	+$401K	0.18%	119
2026 Q1	$3.37M	Buy	135,268 +26,881	+25%	+$674K	0.2%	105
2025 Q4	$2.72M	Buy	108,387 +77	+0.1%	+$1.94K	0.17%	119
2025 Q3	$2.72M	Buy	108,310 +15,553	+17%	+$389K	0.18%	115
2025 Q2	$2.32M	Sell	92,757 -224,662	-71%	-$5.57M	0.17%	129
2025 Q1	$7.89M	Buy	317,419 +8,934	+3%	+$219K	0.63%	34
2024 Q4	$7.49M	Buy	308,485 +5,071	+2%	+$125K	0.61%	36
2024 Q3	$7.68M	Buy	303,414 +299,412	+7,482%	+$7.48M	0.65%	31
2024 Q2	$97.6K	Buy	4,002 +380	+10%	+$9.2K	0.01%	584
2024 Q1	$88.8K	Sell	3,622 -1,192	-25%	-$29.3K	0.01%	595
2023 Q4	$120K	Buy	4,814 +272	+6%	+$6.57K	0.01%	502
2023 Q3	$109K	Buy	4,542 +520	+13%	+$12.7K	0.01%	473
2023 Q2	$99.1K	Sell	4,022 -2,170	-35%	-$54.4K	0.01%	491
2023 Q1	$156K	Sell	6,192 -2,022	-25%	-$50.4K	0.02%	373
2022 Q4	$202K	Sell	8,214 -12,480	-60%	-$307K	0.03%	309
2022 Q3	$508K	Buy	20,694 +1,154	+6%	+$29.5K	0.08%	177
2022 Q2	$504K	Buy	19,540 +9,842	+101%	+$254K	0.08%	180
2022 Q1	$258K	Buy	9,698 +2,450	+34%	+$66.9K	0.04%	258
2021 Q4	$203K	Sell	7,248 -486	-6%	-$13.7K	0.03%	308
2021 Q3	$219K	Buy	7,734 +32	+0.4%	+$915	0.04%	281
2021 Q2	$219K	Sell	7,702 -75,900	-91%	-$2.15M	0.04%	275
2021 Q1	$2.36M	Buy	83,602 +8,014	+11%	+$230K	0.46%	44
2020 Q4	$2.2M	Buy	75,588 +10,234	+16%	+$298K	0.47%	43
2020 Q3	$1.92M	Buy	65,354 +62,138	+1,932%	+$1.82M	0.47%	46
2020 Q2	$95K	Buy	+3,216	New	+$94.3K	0.03%	300
2017 Q3	–	Sell	-18	Closed	–	–	813
2017 Q2	$0	Hold	18	–	–	﹤0.01%	827
2017 Q1	$0	Buy	+18	New	+$481	﹤0.01%	836

Other funds holding SCHR

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

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

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

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

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

CWA

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

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

Creative Financial Designs increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 12% in Q2 2026, buying an estimated $401K and bringing the position to 151,499 shares worth $3.74M. The position accounts for 0.18% of the portfolio, ranked #119.

Creative Financial Designs first reported a position in SCHR in Q1 2017 and has held it in 27 quarters since. The position peaked at $7.89M in Q1 2025. 503 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Creative Financial Designs held 151,499 shares of Schwab Intermediately-Term US Treasury ETF worth $3.74M as of Q2 2026.
Creative Financial Designs bought 16,231 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $401K.
Schwab Intermediately-Term US Treasury ETF made up 0.18% of Creative Financial Designs's portfolio in Q2 2026, its #119 holding.
Creative Financial Designs first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2017 and has held it in 27 quarters since.
Creative Financial Designs's Schwab Intermediately-Term US Treasury ETF position peaked at $7.89M in Q1 2025.
503 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

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