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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 $52B AUM 24.53% 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
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
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Creekmur Asset Management's SCHB Position: Q3 2025 in Review

Creekmur Asset Management reduced its Schwab US Broad Market ETF (SCHB) stake by 0.98% in Q3 2025, selling an estimated $916 and leaving 3,755 shares worth $96.5K. The position accounts for 0.02% of the portfolio, ranked #269.

Creekmur Asset Management first reported a position in SCHB in Q4 2023 and has held it in 8 quarters since. The position peaked at $122K in Q2 2024. 1,214 funds tracked by Wall St. Rank hold SCHB as of Q3 2025.

  • Creekmur Asset Management held 3,755 shares of Schwab US Broad Market ETF worth $96.5K as of Q3 2025.
  • Creekmur Asset Management sold 37 Schwab US Broad Market ETF shares in Q3 2025, an estimated $916.
  • Schwab US Broad Market ETF made up 0.02% of Creekmur Asset Management's portfolio in Q3 2025, its #269 holding.
  • Creekmur Asset Management first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 8 quarters since.
  • Creekmur Asset Management's Schwab US Broad Market ETF position peaked at $122K in Q2 2024.
  • 1,214 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.