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 Q2	$932K	Buy	29,395 +685	+2%	+$21.7K	0.34%	68
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

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Creekside Partners's SCHD Position: Q2 2026 in Review

Creekside Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.4% in Q2 2026, buying an estimated $21.7K and bringing the position to 29,395 shares worth $932K. The position accounts for 0.34% of the portfolio, ranked #68.

Creekside Partners first reported a position in SCHD in Q2 2024 and has held it in 9 quarters since. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Creekside Partners held 29,395 shares of Schwab US Dividend Equity ETF worth $932K as of Q2 2026.
Creekside Partners bought 685 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $21.7K.
Schwab US Dividend Equity ETF made up 0.34% of Creekside Partners's portfolio in Q2 2026, its #68 holding.
Creekside Partners first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and has held it in 9 quarters since.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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