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

Creekside Partners

$191 Billion
Q1 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 126,197 shares of SCHM stock, worth $3.44 Million. This represents 1.73% of its overall portfolio holdings.

Number of Shares

126,197

Previous 110,827 13.87%

Holding current value

$3.44 Million

Previous $3.07 Billion 7.66%

% of portfolio

1.73%

Previous 1.59%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,004

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.47K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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