Creekside Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Creekside Partners’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$881K	Buy	28,710 +6,877	+31%	+$209K	0.36%	63
2025 Q4	$599K	Buy	21,833 +2,614	+14%	+$71.1K	0.25%	83
2025 Q3	$525K	Sell	19,219 -420	-2%	-$11.5K	0.23%	91
2025 Q2	$520K	Buy	19,639 +7,919	+68%	+$207K	0.25%	89
2025 Q1	$328K	Buy	11,720 +1,948	+20%	+$54.3K	0.17%	124
2024 Q4	$267K	Buy	9,772 +31	+0.3%	+$881	0.14%	138
2024 Q3	$274K	Buy	9,741 +69	+0.7%	+$1.88K	0.14%	139
2024 Q2	$251K	Buy	+9,672	New	+$252K	0.14%	140

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creekside Partners's SCHD Position: Q1 2026 in Review

Creekside Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 31% in Q1 2026, buying an estimated $209K and bringing the position to 28,710 shares worth $881K. The position accounts for 0.36% of the portfolio, ranked #63.

Creekside Partners first reported a position in SCHD in Q2 2024 and has held it in 8 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Creekside Partners held 28,710 shares of Schwab US Dividend Equity ETF worth $881K as of Q1 2026.
Creekside Partners bought 6,877 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $209K.
Schwab US Dividend Equity ETF made up 0.36% of Creekside Partners's portfolio in Q1 2026, its #63 holding.
Creekside Partners first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and has held it in 8 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Creekside Partners's 13F filing for Q1 2026, filed 22 Apr 2026.