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Schwab Strategic Tr cmn shares owned by Creekside Partners

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Creekside Partners from 13F filings

Historical chart of Creekside Partners investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by Creekside Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr cmn by Creekside Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 16k 80.37
2024-06-30 $1.2M 16k 74.08

More positions owned by Creekside Partners

Schwab Strategic Tr Intl Eqty Etf (SCHF)
Apple (AAPL)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Msci Gbl Min Vol (ACWV)
Vanguard Index Fds Real Estate Etf (VNQ)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Msci Kld400 Soc (DSI)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Creekside Partners

Top funds holding Schwab Strategic Tr cmn

Mather Group
Envestnet Asset Management
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services
Mariner Wealth Advisors
Gemmer Asset Management
Dodds Wealth
Savant Capital Management
LPL Financial
Moneta Group Investment Advisors
Mokosak Advisory Group
Rainey & Randall Investment Management
Financial Advisors
Krilogy Financial
HighTower Advisors

View all funds holding Schwab Strategic Tr cmn