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

Creekside Partners

$227 Billion
Q3 2025

A detailed history of Creekside Partners transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Creekside Partners holds 146,357 shares of SCHM stock, worth $4.27 Million. This represents 1.91% of its overall portfolio holdings.

Number of Shares

146,357

Previous 142,555 2.67%

Holding current value

$4.27 Million

Previous $4 Billion 8.49%

% of portfolio

1.91%

Previous 1.9%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$28.15 - $30.13 $107,026 - $114,554	3,802 Added 2.67%	146,357 $4.34 Billion
Q2 2025 Jul 28, 2025	BUY	$22.92 - $28.05 $374,925 - $458,841	16,358 Added 12.96%	142,555 $4 Billion
Q1 2025 May 07, 2025	BUY	$25.58 - $29.24 $393,164 - $449,418	15,370 Added 13.87%	126,197 $3.31 Billion
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

1,061

Shares Held

281M

Call Options Held

8.7K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

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