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

Creekside Partners

  • $193 Billion
  • Q3 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 36,055 shares of SCHM stock, worth $1.04 Million. This represents 1.55% of its overall portfolio holdings.

Number of Shares
36,055
Previous 37,071 2.74%
Holding current value
$1.04 Million
Previous $2.89 Billion 3.83%
% of portfolio
1.55%
Previous 1.6%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
947
Shares Held
108M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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