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Creative Financial Designs’s Schwab US Large- Cap ETF SCHX Stock Holding History

Creative Financial Designs’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.18M Buy
85,121
+430
+0.5% +$11.5K 0.13% 138
2025
Q4 		$2.28M Buy
84,691
+7,274
+9% +$194K 0.14% 134
2025
Q3 		$2.04M Buy
77,417
+9,804
+15% +$249K 0.14% 139
2025
Q2 		$1.65M Buy
67,613
+3,946
+6% +$89.2K 0.12% 155
2025
Q1 		$1.41M Sell
63,667
-2,838
-4% -$66.1K 0.11% 152
2024
Q4 		$1.54M Sell
66,505
-3,068
-4% -$71.5K 0.13% 139
2024
Q3 		$1.57M Buy
69,573
+2,811
+4% +$61.2K 0.13% 144
2024
Q2 		$1.43M Buy
66,762
+3,171
+5% +$65.5K 0.13% 147
2024
Q1 		$1.32M Sell
63,591
-1,674
-3% -$33K 0.12% 144
2023
Q4 		$1.23M Buy
65,265
+1,350
+2% +$23.7K 0.12% 145
2023
Q3 		$1.08M Buy
63,915
+13,155
+26% +$231K 0.13% 140
2023
Q2 		$886K Buy
50,760
+30,645
+152% +$506K 0.1% 165
2023
Q1 		$324K Buy
20,115
+4,983
+33% +$78.4K 0.04% 263
2022
Q4 		$228K Buy
15,132
+3,000
+25% +$45.4K 0.03% 300
2022
Q3 		$171K Buy
12,132
+3,723
+44% +$58.4K 0.03% 323
2022
Q2 		$125K Buy
8,409
+3,465
+70% +$56.1K 0.02% 388
2022
Q1 		$89K Buy
4,944
+906
+22% +$16K 0.01% 444
2021
Q4 		$77K Buy
+4,038
New +$74.6K 0.01% 490

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Creative Financial Designs increased its Schwab US Large- Cap ETF (SCHX) stake by 0.51% in Q1 2026, buying an estimated $11.5K and bringing the position to 85,121 shares worth $2.18M. The position accounts for 0.13% of the portfolio, ranked #138.

Creative Financial Designs first reported a position in SCHX in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.28M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Creative Financial Designs held 85,121 shares of Schwab US Large- Cap ETF worth $2.18M as of Q1 2026.
  • Creative Financial Designs bought 430 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $11.5K.
  • Schwab US Large- Cap ETF made up 0.13% of Creative Financial Designs's portfolio in Q1 2026, its #138 holding.
  • Creative Financial Designs first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Creative Financial Designs's Schwab US Large- Cap ETF position peaked at $2.28M in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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