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Creekside Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Creekside Partners’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.19M Sell
315,925
-3,759
-1% -$113K 3.78% 3
2025
Q4 		$9.1M Buy
319,684
+21,460
+7% +$606K 3.85% 3
2025
Q3 		$8.32M Sell
298,224
-5,156
-2% -$138K 3.67% 3
2025
Q2 		$7.68M Buy
303,380
+325
+0.1% +$7.68K 3.64% 2
2025
Q1 		$7.1M Buy
303,055
+1,234
+0.4% +$31.5K 3.72% 3
2024
Q4 		$7.81M Buy
301,821
+5,497
+2% +$146K 4.04% 3
2024
Q3 		$7.63M Buy
296,324
+32
+0% +$795 3.94% 3
2024
Q2 		$7.03M Buy
+296,292
New +$7.02M 3.89% 3

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