Creative Capital Management Investments’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$61.2K | 0.15% | 37 |
|
|
2023
Q1 | $245K | Buy |
15,351
+15
| +0.1% | +$239 | 0.18% | 39 |
|
|
2022
Q4 | $229K | Buy |
+15,336
| New | +$229K | 0.2% | 34 |
|