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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$90.4K Sell
3,792
-15
-0.4% -$357 0.02% 279
2025
Q1
$82K Sell
3,807
-60
-2% -$1.29K 0.02% 258
2024
Q4
$87.8K Sell
3,867
-36
-0.9% -$817 0.02% 166
2024
Q3
$86.5K Sell
3,903
-1,899
-33% -$42.1K 0.02% 161
2024
Q2
$122K Buy
5,802
+1,074
+23% +$22.5K 0.03% 158
2024
Q1
$96.2K Sell
4,728
-1,269
-21% -$25.8K 0.03% 180
2023
Q4
$111K Buy
+5,997
New +$111K 0.03% 196