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

Creekside Partners’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
2026
Q1 		$7.93M Buy
316,124
+5,810
+2% +$152K 3.27% 6
2025
Q4 		$8.14M Buy
310,314
+5,615
+2% +$146K 3.44% 4
2025
Q3 		$7.83M Buy
304,699
+6,613
+2% +$164K 3.45% 5
2025
Q2 		$7.1M Buy
298,086
+30,953
+12% +$682K 3.37% 5
2025
Q1 		$5.75M Buy
267,133
+14,170
+6% +$322K 3.01% 8
2024
Q4 		$5.74M Buy
252,963
+2,607
+1% +$59.5K 2.98% 7
2024
Q3 		$5.55M Buy
250,356
+2,709
+1% +$57.8K 2.87% 9
2024
Q2 		$5.19M Buy
+247,647
New +$5.02M 2.87% 8

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