SCHE β€” SCHWAB STRATEGIC TR

Ownership history in Creekside Partners  Β·  7 quarters on record

AI Ownership Summary

Creekside Partners reported SCHWAB STRATEGIC TR (SCHE) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 1.72% in 2025 Q4. The latest visible filing shows SCHE at 1.72% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SCHE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Creekside Partners's position in SCHWAB STRATEGIC TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SCHE was reported at 1.72% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.72% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Creekside Partners held SCHE β€” position size vs. price
% of Fund (quarterly)    SCHE price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 124,237 +8,249 +7.1% 1.72% $4.1M 2026-02-14 (Est.) $35.20
2025 Q3 ADDED 115,988 +112 +0.1% 1.71% $3.9M 2025-10-27 $33.37
2025 Q2 ADDED 115,876 +13,157 +12.8% 1.66% $3.5M 2025-07-29 $30.02
2025 Q1 ADDED 102,719 +2,049 +2.0% 1.48% $2.8M 2025-05-07 $27.32
2024 Q4 ADDED 100,670 +1,594 +1.6% 1.39% $2.7M 2025-02-07 $26.50
2024 Q3 REDUCED 99,076 -4,123 -4.0% 1.49% $2.9M 2024-11-08 $26.95
2024 Q2 INITIATED 103,199 β€” β€” 1.52% $2.7M 2024-08-30 $25.71

FAQ About Creekside Partners and SCHE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Creekside Partners reported owning SCHE?

Creekside Partners reported SCHE across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported SCHE position in Creekside Partners's portfolio?

The largest reported portfolio weight for SCHE was 1.72% in 2025 Q4.

What is the latest reported SCHE position on this page?

The most recent filing on this page is 2025 Q4, when Creekside Partners reported 124,237 shares, equal to 1.72% of portfolio, with an estimated market value of $4.1M.

What does the chart on this SCHE ownership page compare?

The chart compares Creekside Partners's quarterly SCHE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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