Creekmur Asset Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Creekmur Asset Management’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
2025 Q3	$96.5K	Sell	3,755 -37	-1%	-$916	0.02%	269
2025 Q2	$90.4K	Sell	3,792 -15	-0.4%	-$330	0.02%	279
2025 Q1	$82K	Sell	3,807 -60	-2%	-$1.36K	0.02%	258
2024 Q4	$87.8K	Sell	3,867 -36	-0.9%	-$822	0.02%	166
2024 Q3	$86.5K	Sell	3,903 -1,899	-33%	-$40.5K	0.02%	163
2024 Q2	$122K	Buy	5,802 +1,074	+23%	+$21.8K	0.03%	159
2024 Q1	$96.2K	Sell	4,728 -1,269	-21%	-$24.6K	0.03%	180
2023 Q4	$111K	Buy	+5,997	New	+$104K	0.03%	196

Other funds holding SCHB

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return