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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
Q2 		$6.67M Buy
180,813
+1,052
+0.6% +$36.2K 2.41% 10
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 $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 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: Q2 2026 in Review

Creekside Partners increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.59% in Q2 2026, buying an estimated $36.2K and bringing the position to 180,813 shares worth $6.67M. The position accounts for 2.41% of the portfolio, ranked #10.

Creekside Partners first reported a position in SCHM in Q2 2024 and has held it in 9 quarters since. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Creekside Partners held 180,813 shares of Schwab US Mid-Cap ETF worth $6.67M as of Q2 2026.
  • Creekside Partners bought 1,052 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $36.2K.
  • Schwab US Mid-Cap ETF made up 2.41% of Creekside Partners's portfolio in Q2 2026, its #10 holding.
  • Creekside Partners first reported a position in Schwab US Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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