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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
Q2 		$9.23M Buy
318,600
+2,476
+0.8% +$69.3K 3.34% 5
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

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Creekside Partners's SCHB Position: Q2 2026 in Review

Creekside Partners increased its Schwab US Broad Market ETF (SCHB) stake by 0.78% in Q2 2026, buying an estimated $69.3K and bringing the position to 318,600 shares worth $9.23M. The position accounts for 3.34% of the portfolio, ranked #5.

Creekside Partners first reported a position in SCHB in Q2 2024 and has held it in 9 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Creekside Partners held 318,600 shares of Schwab US Broad Market ETF worth $9.23M as of Q2 2026.
  • Creekside Partners bought 2,476 Schwab US Broad Market ETF shares in Q2 2026, an estimated $69.3K.
  • Schwab US Broad Market ETF made up 3.34% of Creekside Partners's portfolio in Q2 2026, its #5 holding.
  • Creekside Partners first reported a position in Schwab US Broad Market ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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