Creative Financial Designs
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Creative Financial Designs’s Schwab Mortgage-Backed Securities ETF SMBS Stock Holding History

Creative Financial Designs’s Portfolio SMBS Stock Details SMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.56K Buy
+190
New +$4.73K ﹤0.01% 1812

Other funds holding SMBS

Adams Wealth Management
Adams Wealth Management Logan, Utah $527M AUM 28.14% 1-Year Est. Return
Schwallier Wealth Management
Schwallier Wealth Management Grand Rapids, Michigan $157M AUM 10.94% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
GDS Wealth Management
GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Aspetuck Financial Management
Aspetuck Financial Management Westport, Connecticut $156M AUM 26.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CFG
Chapman Financial Group Kailua, Hawaii $152M AUM 17.48% 1-Year Est. Return
North Berkeley Wealth Management
North Berkeley Wealth Management Berkeley, California $258M AUM 15.55% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

Creative Financial Designs's SMBS Position: Q3 2026 in Review

Creative Financial Designs opened a new position in Schwab Mortgage-Backed Securities ETF (SMBS) in Q3 2026: 190 shares worth $4.56K. The stake represents ﹤0.01% of the portfolio and ranks #1812 among its holdings.

50 funds tracked by Wall St. Rank hold SMBS as of Q3 2026.

  • Creative Financial Designs held 190 shares of Schwab Mortgage-Backed Securities ETF worth $4.56K as of Q3 2026.
  • Schwab Mortgage-Backed Securities ETF was a new Creative Financial Designs position in Q3 2026.
  • Schwab Mortgage-Backed Securities ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q3 2026, its #1812 holding.
  • 50 funds tracked by Wall St. Rank held Schwab Mortgage-Backed Securities ETF as of Q3 2026.

Based on Creative Financial Designs's 13F filing for Q3 2026, filed 4 Nov 2026.