Creekside Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4M | Buy |
142,555
+16,358
| +13% | +$459K | 1.9% | 11 |
|
|
2025
Q1 | $3.31M | Buy |
126,197
+15,370
| +14% | +$403K | 1.73% | 12 |
|
|
2024
Q4 | $3.07M | Buy |
110,827
+2,662
| +2% | +$73.8K | 1.59% | 13 |
|
|
2024
Q3 | $3M | Sell |
108,165
-3,048
| -3% | -$84.4K | 1.55% | 13 |
|
|
2024
Q2 | $2.89M | Buy |
+111,213
| New | +$2.89M | 1.6% | 12 |
|