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

Creekside Partners

$181 Billion
Q2 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 37,071 shares of SCHM stock, worth $1.02 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares

37,071

Holding current value

$1.02 Million

% of portfolio

1.6%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

925

Shares Held

96.1M

Call Options Held

6.2K

Put Options Held

Financial Engines Advisors L.L.C. Santa Clara, CA

21.2M
Shares

$586 Million
3.68% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$271 Million
0.81% of portfolio
High Tower Advisors, LLC Chicago, IL

3.18M
Shares

$87.7 Million
0.39% of portfolio
Northwestern Mutual Wealth Management CO

2.28M
Shares

$63 Million
0.18% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

2.23M
Shares

$61.6 Million
2.77% of portfolio

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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