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 Q2	$539K	Buy	18,608 +16,935	+1,012%	+$474K	0.03%	395
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 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 Financial Designs's SCHB Position: Q2 2026 in Review

Creative Financial Designs increased its Schwab US Broad Market ETF (SCHB) stake by 1,012% in Q2 2026, buying an estimated $474K and bringing the position to 18,608 shares worth $539K. The position accounts for 0.03% of the portfolio, ranked #395.

Creative Financial Designs first reported a position in SCHB in Q4 2021 and has held it in 19 quarters since. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Creative Financial Designs held 18,608 shares of Schwab US Broad Market ETF worth $539K as of Q2 2026.
Creative Financial Designs bought 16,935 Schwab US Broad Market ETF shares in Q2 2026, an estimated $474K.
Schwab US Broad Market ETF made up 0.03% of Creative Financial Designs's portfolio in Q2 2026, its #395 holding.
Creative Financial Designs first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 19 quarters since.
1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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