Creekside Partners Schwab Strategic Tr Us Broad M Transaction History
Creekside Partners
- $211 Billion
- Q2 2025
A detailed history of Creekside Partners transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Creekside Partners holds 298,086 shares of SCHB stock, worth $7.31 Million. This represents 3.37% of its overall portfolio holdings.
Number of Shares
298,086
Previous 267,133
11.59%
Holding current value
$7.31 Million
Previous $5.75 Billion
23.51%
% of portfolio
3.37%
Previous 3.01%
Shares
5 transactions
Others Institutions Holding SCHB
# of Institutions
1,340Shares Held
500MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC56.4MShares$1.38 Billion3.52% of portfolio
-
Betterment LLC New York, NY17.3MShares$423 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA13.2MShares$323 Million21.31% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$292 Million3.28% of portfolio
-
Evensky & Katz LLC8.78MShares$215 Million12.78% of portfolio