Ownership history in Creekside Partners · 7 quarters on record
This page tracks every 13F SEC filing in which Creekside Partners reported a position in SCHWAB STRATEGIC TR (SCHA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 319,684 | +21,460 | +7.2% | 3.85% | $9.1M | $28.48 |
| 2025 Q3 | REDUCED | 298,224 | -5,156 | -1.7% | 3.67% | $8.3M | $27.77 |
| 2025 Q2 | ADDED | 303,380 | +325 | +0.1% | 3.64% | $7.7M | $25.11 |
| 2025 Q1 | ADDED | 303,055 | +1,234 | +0.4% | 3.72% | $7.1M | $23.17 |
| 2024 Q4 | ADDED | 301,821 | +153,659 | +103.7% | 4.04% | $7.8M | $25.52 |
| 2024 Q3 | ADDED | 148,162 | +16 | +0.0% | 3.94% | $7.6M | $25.26 |
| 2024 Q2 | INITIATED | 148,146 | — | — | 3.89% | $7.0M | — |
As of 2025 Q4 — sorted by position size