Clear Creek Financial Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Clear Creek Financial Management, LLC
- $854 Million
- Q3 2024
A detailed history of Clear Creek Financial Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Clear Creek Financial Management, LLC holds 106,972 shares of SCHM stock, worth $3 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
106,972
Previous 102,615
4.25%
Holding current value
$3 Million
Previous $7.99 Million
11.29%
% of portfolio
1.04%
Previous 0.99%
Shares
20 transactions
Others Institutions Holding SCHM
# of Institutions
950Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$728 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$276 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$202 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$91.5 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$66.6 Million0.18% of portfolio