Creative Financial Designs’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.05M	Buy	348,079 +15,751	+5%	+$364K	0.38%	62
2026 Q1	$7.72M	Buy	332,328 +17,234	+5%	+$403K	0.47%	51
2025 Q4	$7.36M	Buy	315,094 +16,687	+6%	+$392K	0.46%	45
2025 Q3	$7M	Buy	298,407 +32,841	+12%	+$763K	0.47%	45
2025 Q2	$6.17M	Buy	265,566 +11,927	+5%	+$274K	0.44%	50
2025 Q1	$5.87M	Buy	253,639 +18,277	+8%	+$419K	0.47%	44
2024 Q4	$5.34M	Buy	235,362 +3,636	+2%	+$84K	0.43%	51
2024 Q3	$5.51M	Buy	231,726 +18,428	+9%	+$431K	0.46%	50
2024 Q2	$4.86M	Buy	213,298 +19,834	+10%	+$450K	0.43%	53
2024 Q1	$4.45M	Buy	193,464 +19,366	+11%	+$445K	0.42%	54
2023 Q4	$4.06M	Sell	174,098 -3,332	-2%	-$74.5K	0.41%	55
2023 Q3	$3.92M	Buy	177,430 +8,154	+5%	+$185K	0.46%	51
2023 Q2	$3.91M	Buy	169,276 +38,616	+30%	+$899K	0.46%	49
2023 Q1	$3.06M	Buy	130,660 +23,748	+22%	+$553K	0.4%	63
2022 Q4	$2.44M	Sell	106,912 -4,272	-4%	-$97.3K	0.36%	64
2022 Q3	$2.52M	Sell	111,184 -10,584	-9%	-$252K	0.41%	56
2022 Q2	$2.92M	Buy	121,768 +16,814	+16%	+$407K	0.48%	46
2022 Q1	$2.65M	Buy	+104,954	New	+$2.73M	0.4%	57
2021 Q2	–	Sell	-149,624	Closed	-$4.04M	–	1439
2021 Q1	$4.04M	Buy	149,624 +21,976	+17%	+$603K	0.79%	28
2020 Q4	$3.58M	Buy	127,648 +15,752	+14%	+$440K	0.76%	31
2020 Q3	$3.14M	Buy	111,896 +103,144	+1,179%	+$2.91M	0.77%	32
2020 Q2	$246K	Buy	+8,752	New	+$244K	0.07%	189
2019 Q2	–	Sell	-130	Closed	-$3K	–	594
2019 Q1	$3K	Sell	130 -24,206	-99%	-$618K	﹤0.01%	482
2018 Q4	$616K	Sell	24,336 -9,406	-28%	-$235K	0.45%	51
2018 Q3	$848K	Buy	33,742 +2,428	+8%	+$61.3K	0.49%	48
2018 Q2	$793K	Sell	31,314 -114	-0.4%	-$2.88K	0.47%	55
2018 Q1	$802K	Buy	31,428 +646	+2%	+$16.5K	0.51%	49
2017 Q4	$801K	Sell	30,782 -6,284	-17%	-$164K	0.54%	47
2017 Q3	$970K	Buy	37,066 +4,232	+13%	+$111K	0.56%	51
2017 Q2	$858K	Buy	32,834 +4,232	+15%	+$110K	0.55%	55
2017 Q1	$741K	Buy	28,602 +23,768	+492%	+$614K	0.53%	53
2016 Q4	$124K	Buy	+4,834	New	+$126K	0.1%	160

Other funds holding SCHZ

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

RIM

Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

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

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

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

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

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

Creative Financial Designs increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 4.7% in Q2 2026, buying an estimated $364K and bringing the position to 348,079 shares worth $8.05M. The position accounts for 0.38% of the portfolio, ranked #62.

Creative Financial Designs first reported a position in SCHZ in Q4 2016 and has held it in 32 quarters since. 667 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Creative Financial Designs held 348,079 shares of Schwab US Aggregate Bond ETF worth $8.05M as of Q2 2026.
Creative Financial Designs bought 15,751 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $364K.
Schwab US Aggregate Bond ETF made up 0.38% of Creative Financial Designs's portfolio in Q2 2026, its #62 holding.
Creative Financial Designs first reported a position in Schwab US Aggregate Bond ETF in Q4 2016 and has held it in 32 quarters since.
667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

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