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CreativeOne Wealth’s Schwab US Broad Market ETF SCHB Stock Holding History

CreativeOne Wealth’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 		$416K Buy
14,365
+35
+0.2% +$980 0.01% 859
2026
Q1 		$360K Sell
14,330
-290
-2% -$7.61K 0.01% 912
2025
Q4 		$383K Sell
14,620
-6,628
-31% -$173K 0.01% 871
2025
Q3 		$546K Buy
21,248
+7,535
+55% +$187K 0.01% 743
2025
Q2 		$327K Buy
13,713
+4,377
+47% +$96.4K 0.01% 892
2025
Q1 		$201K Buy
9,336
+138
+2% +$3.14K 0.01% 1007
2024
Q4 		$209K Sell
9,198
-750
-8% -$17.1K 0.01% 1007
2024
Q3 		$221K Sell
9,948
-33
-0.3% -$705 0.01% 875
2024
Q2 		$209K Sell
9,981
-6,024
-38% -$122K 0.01% 720
2024
Q1 		$326K Buy
16,005
+1,155
+8% +$22.4K 0.01% 695
2023
Q4 		$276K Buy
+14,850
New +$256K 0.02% 526
2023
Q3 		– Sell
-12,171
Closed -$210K – 779
2023
Q2 		$210K Sell
12,171
-9,483
-44% -$155K 0.01% 774
2023
Q1 		$345K Sell
21,654
-5,634
-21% -$88.1K 0.02% 583
2022
Q4 		$408K Buy
27,288
+5,685
+26% +$85.4K 0.02% 488
2022
Q3 		$302K Buy
21,603
+15
+0.1% +$233 0.02% 546
2022
Q2 		$318K Buy
21,588
+909
+4% +$14.6K 0.02% 534
2022
Q1 		$368K Buy
20,679
+489
+2% +$8.58K 0.02% 521
2021
Q4 		$380K Sell
20,190
-852
-4% -$15.7K 0.02% 526
2021
Q3 		$364K Buy
21,042
+654
+3% +$11.6K 0.02% 493
2021
Q2 		$354K Sell
20,388
-1,848
-8% -$31.3K 0.02% 480
2021
Q1 		$358K Buy
22,236
+1,926
+9% +$30.4K 0.03% 408
2020
Q4 		$308K Buy
+20,310
New +$289K 0.03% 368
2019
Q3 		– Sell
-27,528
Closed -$324K – 191
2019
Q2 		$324K Sell
27,528
-16,578
-38% -$191K 0.07% 119
2019
Q1 		$500K Buy
+44,106
New +$482K 0.13% 71

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
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
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
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

CreativeOne Wealth's SCHB Position: Q2 2026 in Review

CreativeOne Wealth increased its Schwab US Broad Market ETF (SCHB) stake by 0.24% in Q2 2026, buying an estimated $980 and bringing the position to 14,365 shares worth $416K. The position accounts for 0.01% of the portfolio, ranked #859.

CreativeOne Wealth first reported a position in SCHB in Q1 2019 and has held it in 24 quarters since. The position peaked at $546K in Q3 2025. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • CreativeOne Wealth held 14,365 shares of Schwab US Broad Market ETF worth $416K as of Q2 2026.
  • CreativeOne Wealth bought 35 Schwab US Broad Market ETF shares in Q2 2026, an estimated $980.
  • Schwab US Broad Market ETF made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #859 holding.
  • CreativeOne Wealth first reported a position in Schwab US Broad Market ETF in Q1 2019 and has held it in 24 quarters since.
  • CreativeOne Wealth's Schwab US Broad Market ETF position peaked at $546K in Q3 2025.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.