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Creekside Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Creekside Partners’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.57M Buy
179,761
+4,173
+2% +$133K 2.29% 10
2025
Q4 		$5.28M Buy
175,588
+29,231
+20% +$871K 2.23% 10
2025
Q3 		$4.34M Buy
146,357
+3,802
+3% +$111K 1.91% 11
2025
Q2 		$4M Buy
142,555
+16,358
+13% +$432K 1.9% 11
2025
Q1 		$3.31M Buy
126,197
+15,370
+14% +$428K 1.73% 12
2024
Q4 		$3.07M Buy
110,827
+2,662
+2% +$75.8K 1.59% 13
2024
Q3 		$3M Sell
108,165
-3,048
-3% -$81.1K 1.55% 13
2024
Q2 		$2.89M Buy
+111,213
New +$2.91M 1.6% 12

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Creekside Partners's SCHM Position: Q1 2026 in Review

Creekside Partners increased its Schwab US Mid-Cap ETF (SCHM) stake by 2.4% in Q1 2026, buying an estimated $133K and bringing the position to 179,761 shares worth $5.57M. The position accounts for 2.29% of the portfolio, ranked #10.

Creekside Partners first reported a position in SCHM in Q2 2024 and has held it in 8 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Creekside Partners held 179,761 shares of Schwab US Mid-Cap ETF worth $5.57M as of Q1 2026.
  • Creekside Partners bought 4,173 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $133K.
  • Schwab US Mid-Cap ETF made up 2.29% of Creekside Partners's portfolio in Q1 2026, its #10 holding.
  • Creekside Partners first reported a position in Schwab US Mid-Cap ETF in Q2 2024 and has held it in 8 quarters since.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

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