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 $7.73 Million. This represents 3.37% of its overall portfolio holdings.
Number of Shares
298,086
Previous 267,133
11.59%
Holding current value
$7.73 Million
Previous $5.75 Billion
23.51%
% of portfolio
3.37%
Previous 3.01%
Shares
5 transactions
Others Institutions Holding SCHB
# of Institutions
1,351Shares Held
569MCall Options Held
500KPut Options Held
12.1K-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL64.8MShares$1.68 Billion2.18% of portfolio
-
Wealthfront Advisers LLC56.4MShares$1.46 Billion3.52% of portfolio
-
Betterment LLC New York, NY16.8MShares$436 Million0.85% of portfolio
-
Rebalance, LLC Palo Alto, CA13.2MShares$341 Million21.31% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$317 Million3.25% of portfolio