Creekside Partners Schwab Strategic U.S. Mid Cap Transaction History

Creekside Partners

  • $193 Billion
  • Q4 2024

A detailed history of Creekside Partners transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Creekside Partners holds 110,827 shares of SCHM stock, worth $3.09 Million. This represents 1.59% of its overall portfolio holdings.

Number of Shares
110,827
Previous 36,055 207.38%
Holding current value
$3.09 Million
Previous $3 Billion 2.51%
% of portfolio
1.59%
Previous 1.55%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$27.54 - $83.04 $2.06 Million - $6.21 Million
74,772 Added 207.38%
110,827 $3.07 Billion
Q3 2024

Nov 08, 2024
SELL
$75.47 - $83.18 $76,677 - $84,510
-1,016 Reduced 2.74%
36,055 $3 Billion
Q2 2024

Aug 30, 2024
BUY
$75.69 - $81.19 $2.81 Million - $3.01 Million
37,071 New
37,071 $2.89 Billion

Others Institutions Holding SCHM

# of Institutions
1,012
Shares Held
271M
Call Options Held
15K
Put Options Held
1.1K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track Creekside Partners Portfolio

Follow Creekside Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creekside Partners, based on Form 13F filings with the SEC.

News

Stay updated on Creekside Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email