Clear Creek Financial Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Clear Creek Financial Management, LLC

$877 Million
Q4 2024

A detailed history of Clear Creek Financial Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Clear Creek Financial Management, LLC holds 37,095 shares of SCHD stock, worth $1.04 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

37,095

Previous 12,761 190.69%

Holding current value

$1.04 Million

Previous $1.08 Million 6.03%

% of portfolio

0.12%

Previous 0.13%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$26.93 - $84.95 $655,314 - $2.07 Million	24,334 Added 190.69%	37,095 $1.01 Million
Q3 2024 Oct 29, 2024	BUY	$77.02 - $85.06 $97,584 - $107,771	1,267 Added 11.02%	12,761 $1.08 Million
Q2 2024 Jul 25, 2024	BUY	$75.81 - $80.15 $5,382 - $5,690	71 Added 0.62%	11,494 $893,000
Q1 2024 Apr 26, 2024	BUY	$75.25 - $80.63 $92,482 - $99,094	1,229 Added 12.06%	11,423 $921,000
Q4 2023 Jan 23, 2024	BUY	$66.9 - $76.32 $681,978 - $778,006	10,194 New	10,194 $776,000
Q4 2022 Jan 23, 2023	BUY	$67.16 - $79.06 $200,472 - $235,994	2,985 New	2,985 $0

Others Institutions Holding SCHD

# of Institutions

1,949

Shares Held

833M

Call Options Held

4.82M

Put Options Held

2.73M

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About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Clear Creek Financial Management, LLC Schwab Strategic Tr Us Dividen Transaction History