Creative Capital Management Investments’s Schwab US Broad Market ETF SCHB Stock Holding History

Creative Capital Management Investments’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$378K	Hold	13,053	–	–	0.09%	51
2026 Q1	$328K	Hold	13,053	–	–	0.09%	39
2025 Q4	$342K	Hold	13,053	–	–	0.1%	36
2025 Q3	$336K	Buy	13,053 +1,251	+11%	+$31K	0.11%	38
2025 Q2	$281K	Hold	11,802	–	–	0.1%	38
2025 Q1	$254K	Hold	11,802	–	–	0.1%	41
2024 Q4	$268K	Hold	11,802	–	–	0.11%	40
2024 Q3	$262K	Hold	11,802	–	–	0.11%	44
2024 Q2	$247K	Hold	11,802	–	–	0.12%	38
2024 Q1	$240K	Hold	11,802	–	–	0.12%	39
2023 Q4	$219K	Hold	11,802	–	–	0.13%	37
2023 Q3	$196K	Hold	11,802	–	–	0.13%	38
2023 Q2	$203K	Sell	11,802 -3,549	-23%	-$57.9K	0.15%	37
2023 Q1	$245K	Buy	15,351 +15	+0.1%	+$235	0.18%	39
2022 Q4	$229K	Buy	+15,336	New	+$230K	0.2%	34

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Creative Capital Management Investments's SCHB Position: Q2 2026 in Review

Creative Capital Management Investments held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 13,053 shares worth $378K. The position accounts for 0.09% of the portfolio, ranked #51.

Creative Capital Management Investments first reported a position in SCHB in Q4 2022 and has held it in 15 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Creative Capital Management Investments held 13,053 shares of Schwab US Broad Market ETF worth $378K as of Q2 2026.
Creative Capital Management Investments left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
Schwab US Broad Market ETF made up 0.09% of Creative Capital Management Investments's portfolio in Q2 2026, its #51 holding.
Creative Capital Management Investments first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 15 quarters since.
1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.