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

Creekside Partners’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.31M	Sell	167,965 -2,406	-1%	-$64.5K	1.77%	13
2025 Q4	$4.58M	Sell	170,371 -14,887	-8%	-$398K	1.94%	11
2025 Q3	$4.88M	Buy	185,258 +277	+0.1%	+$7.03K	2.15%	10
2025 Q2	$4.52M	Sell	184,981 -101	-0.1%	-$2.28K	2.15%	10
2025 Q1	$4.09M	Sell	185,082 -13,998	-7%	-$326K	2.14%	10
2024 Q4	$4.61M	Buy	199,080 +3,504	+2%	+$81.7K	2.39%	10
2024 Q3	$4.42M	Sell	195,576 -12,180	-6%	-$265K	2.29%	10
2024 Q2	$4.45M	Buy	+207,756	New	+$4.29M	2.46%	10

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Creekside Partners's SCHX Position: Q1 2026 in Review

Creekside Partners reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.4% in Q1 2026, selling an estimated $64.5K and leaving 167,965 shares worth $4.31M. The position accounts for 1.77% of the portfolio, ranked #13.

Creekside Partners first reported a position in SCHX in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.88M in Q3 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Creekside Partners held 167,965 shares of Schwab US Large- Cap ETF worth $4.31M as of Q1 2026.
Creekside Partners sold 2,406 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $64.5K.
Schwab US Large- Cap ETF made up 1.77% of Creekside Partners's portfolio in Q1 2026, its #13 holding.
Creekside Partners first reported a position in Schwab US Large- Cap ETF in Q2 2024 and has held it in 8 quarters since.
Creekside Partners's Schwab US Large- Cap ETF position peaked at $4.88M in Q3 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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