CFD
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Creative Financial Designs’s Schwab US Broad Market ETF SCHB Stock Holding History

Creative Financial Designs’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
Q1 		$42K Hold
1,673
– – ﹤0.01% 957
2025
Q4 		$43.9K Buy
1,673
+3
+0.2% +$78 ﹤0.01% 911
2025
Q3 		$42.9K Buy
1,670
+470
+39% +$11.6K ﹤0.01% 903
2025
Q2 		$28.6K Hold
1,200
– – ﹤0.01% 1036
2025
Q1 		$25.8K Sell
1,200
-665
-36% -$15.1K ﹤0.01% 1017
2024
Q4 		$42.3K Buy
1,865
+2
+0.1% +$46 ﹤0.01% 842
2024
Q3 		$41.3K Hold
1,863
– – ﹤0.01% 834
2024
Q2 		$39K Hold
1,863
– – ﹤0.01% 815
2024
Q1 		$37.9K Hold
1,863
– – ﹤0.01% 799
2023
Q4 		$34.6K Buy
1,863
+663
+55% +$11.5K ﹤0.01% 766
2023
Q3 		$19.9K Hold
1,200
– – ﹤0.01% 854
2023
Q2 		$20.7K Hold
1,200
– – ﹤0.01% 843
2023
Q1 		$19.1K Hold
1,200
– – ﹤0.01% 818
2022
Q4 		$17.9K Hold
1,200
– – ﹤0.01% 788
2022
Q3 		$17K Hold
1,200
– – ﹤0.01% 778
2022
Q2 		$18K Hold
1,200
– – ﹤0.01% 759
2022
Q1 		$21K Hold
1,200
– – ﹤0.01% 757
2021
Q4 		$23K Buy
+1,200
New +$22.1K ﹤0.01% 731

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return