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 Q2	$4.95M	Buy	168,291 +326	+0.2%	+$9.31K	1.79%	13
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 $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MGIA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Creekside Partners's SCHX Position: Q2 2026 in Review

Creekside Partners increased its Schwab US Large- Cap ETF (SCHX) stake by 0.19% in Q2 2026, buying an estimated $9.31K and bringing the position to 168,291 shares worth $4.95M. The position accounts for 1.79% of the portfolio, ranked #13.

Creekside Partners first reported a position in SCHX in Q2 2024 and has held it in 9 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Creekside Partners held 168,291 shares of Schwab US Large- Cap ETF worth $4.95M as of Q2 2026.
Creekside Partners bought 326 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $9.31K.
Schwab US Large- Cap ETF made up 1.79% of Creekside Partners's portfolio in Q2 2026, its #13 holding.
Creekside Partners first reported a position in Schwab US Large- Cap ETF in Q2 2024 and has held it in 9 quarters since.
1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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