Creative Financial Designs’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 | $28.6K | Hold |
1,200
| – | – | ﹤0.01% | 1036 |
|
|
2025
Q1 | $25.8K | Sell |
1,200
-665
| -36% | -$14.3K | ﹤0.01% | 1017 |
|
|
2024
Q4 | $42.3K | Buy |
1,865
+2
| +0.1% | +$45 | ﹤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% | +$12.3K | ﹤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 | +$23K | ﹤0.01% | 731 |
|