Creekside Partners Schwab Strategic Tr Us Broad M Transaction History
Creekside Partners
- $227 Billion
- Q3 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 304,699 shares of SCHB stock, worth $7.87 Million. This represents 3.45% of its overall portfolio holdings.
Number of Shares
304,699
Previous 298,086
2.22%
Holding current value
$7.87 Million
Previous $7.1 Billion
10.28%
% of portfolio
3.45%
Previous 3.37%
Shares
6 transactions
Others Institutions Holding SCHB
# of Institutions
1,378Shares Held
501MCall Options Held
299KPut Options Held
22.8K-
Wealthfront Advisers LLC55.1MShares$1.42 Billion3.41% of portfolio
-
Betterment LLC New York, NY16.5MShares$426 Million0.84% of portfolio
-
Rebalance, LLC Palo Alto, CA14.5MShares$374 Million22.46% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$315 Million3.44% of portfolio
-
Strid Group, LLC8.72MShares$225 Million29.42% of portfolio