Creekside Partners Schwab Strategic Tr Us Broad M Transaction History
Creekside Partners
- $193 Billion
- Q4 2024
A detailed history of Creekside Partners transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Creekside Partners holds 252,963 shares of SCHB stock, worth $5.8 Million. This represents 2.98% of its overall portfolio holdings.
Number of Shares
252,963
Previous 83,452
203.12%
Holding current value
$5.8 Million
Previous $5.55 Billion
3.44%
% of portfolio
2.98%
Previous 2.87%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,265Shares Held
422MCall Options Held
365KPut Options Held
32.6K-
Betterment LLC New York, NY17.8MShares$407 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$263 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$234 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$214 Million13.85% of portfolio
-
Hengehold Capital Management LLC8.94MShares$205 Million19.23% of portfolio