Creekside Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Creekside Partners’s Portfolio SCHV Stock Details SCHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.52M	Sell	43,596 -2,102	-5%	-$69.2K	0.55%	46
2026 Q1	$1.39M	Sell	45,698 -312	-0.7%	-$9.72K	0.57%	44
2025 Q4	$1.36M	Buy	46,010 +170	+0.4%	+$4.97K	0.58%	44
2025 Q3	$1.33M	Buy	45,840 +155	+0.3%	+$4.4K	0.59%	46
2025 Q2	$1.26M	Sell	45,685 -1,717	-4%	-$45.1K	0.6%	41
2025 Q1	$1.26M	Sell	47,402 -1,864	-4%	-$50K	0.66%	40
2024 Q4	$1.28M	Buy	49,266 +180	+0.4%	+$4.86K	0.67%	39
2024 Q3	$1.32M	Buy	49,086 +330	+0.7%	+$8.48K	0.68%	35
2024 Q2	$1.2M	Buy	+48,756	New	+$1.2M	0.67%	39

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Creekside Partners's SCHV Position: Q2 2026 in Review

Creekside Partners reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 4.6% in Q2 2026, selling an estimated $69.2K and leaving 43,596 shares worth $1.52M. The position accounts for 0.55% of the portfolio, ranked #46.

Creekside Partners first reported a position in SCHV in Q2 2024 and has held it in 9 quarters since. 993 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Creekside Partners held 43,596 shares of Schwab US Large-Cap Value ETF worth $1.52M as of Q2 2026.
Creekside Partners sold 2,102 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $69.2K.
Schwab US Large-Cap Value ETF made up 0.55% of Creekside Partners's portfolio in Q2 2026, its #46 holding.
Creekside Partners first reported a position in Schwab US Large-Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
993 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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