Creekside Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$7.1M	Buy	298,086 +30,953	+12%	+$738K	3.37%	5
2025 Q1	$5.75M	Buy	267,133 +14,170	+6%	+$305K	3.01%	8
2024 Q4	$5.74M	Buy	252,963 +2,607	+1%	+$59.2K	2.98%	7
2024 Q3	$5.55M	Buy	250,356 +2,709	+1%	+$60.1K	2.87%	9
2024 Q2	$5.19M	Buy	+247,647	New	+$5.19M	2.87%	8