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 Q2	$11.5M	Buy	319,422 +3,497	+1%	+$116K	4.18%	2
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

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Creekside Partners's SCHA Position: Q2 2026 in Review

Creekside Partners increased its Schwab U.S Small- Cap ETF (SCHA) stake by 1.1% in Q2 2026, buying an estimated $116K and bringing the position to 319,422 shares worth $11.5M. The position accounts for 4.18% of the portfolio, ranked #2.

Creekside Partners first reported a position in SCHA in Q2 2024 and has held it in 9 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Creekside Partners held 319,422 shares of Schwab U.S Small- Cap ETF worth $11.5M as of Q2 2026.
Creekside Partners bought 3,497 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $116K.
Schwab U.S Small- Cap ETF made up 4.18% of Creekside Partners's portfolio in Q2 2026, its #2 holding.
Creekside Partners first reported a position in Schwab U.S Small- Cap ETF in Q2 2024 and has held it in 9 quarters since.
1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Creekside Partners's 13F filing for Q2 2026, filed 31 Jul 2026.