Clear Creek Financial Management, LLC Schwab Strategic Tr Long Term 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 Long Term stock. As of the latest transaction made, Clear Creek Financial Management, LLC holds 75,098 shares of SCHQ stock, worth $2.39 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

75,098

Previous 79,656 5.72%

Holding current value

$2.39 Million

Previous $2.79 Million 15.32%

% of portfolio

0.27%

Previous 0.33%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$31.33 - $35.13 $142,802 - $160,122	-4,558 Reduced 5.72%	75,098 $2.36 Million
Q3 2024 Oct 29, 2024	SELL	$32.17 - $35.98 $29,789 - $33,317	-926 Reduced 1.15%	79,656 $2.79 Million
Q2 2024 Jul 25, 2024	SELL	$31.45 - $33.71 $51,294 - $54,981	-1,631 Reduced 1.98%	80,582 $2.64 Million
Q1 2024 Apr 26, 2024	SELL	$32.9 - $35.0 $38,295 - $40,740	-1,164 Reduced 1.4%	82,213 $2.77 Million
Q4 2023 Jan 23, 2024	SELL	$29.71 - $35.56 $19,103 - $22,865	-643 Reduced 0.77%	83,377 $2.92 Million
Q3 2023 Oct 23, 2023	SELL	$31.58 - $36.29 $33,127 - $38,068	-1,049 Reduced 1.23%	84,020 $2.66 Million
Q2 2023 Jul 14, 2023	BUY	$35.48 - $38.22 $53,823 - $57,979	1,517 Added 1.82%	85,069 $3.09 Million
Q1 2023 Apr 20, 2023	BUY	$35.08 - $38.26 $49,778 - $54,290	1,419 Added 1.73%	83,552 $3.13 Million
Q4 2022 Jan 23, 2023	BUY	$32.86 - $38.38 $33,254 - $38,840	1,012 Added 1.25%	82,133 $0
Q3 2022 Oct 24, 2022	SELL	$35.46 - $41.9 $11,240 - $13,282	-317 Reduced 0.39%	81,121 $2.92 Million
Q2 2022 Jul 27, 2022	BUY	$38.14 - $45.87 $159,615 - $191,965	4,185 Added 5.42%	81,438 $3.28 Million
Q1 2022 May 02, 2022	BUY	$44.74 - $49.99 $391,564 - $437,512	8,752 Added 12.78%	77,253 $3.54 Million
Q4 2021 Jan 21, 2022	BUY	$49.25 - $53.11 $305,300 - $329,228	6,199 Added 9.95%	68,501 $3.51 Million
Q3 2021 Oct 14, 2021	BUY	$50.08 - $52.59 $4,507 - $4,733	90 Added 0.14%	62,302 $3.13 Million
Q2 2021 Jul 30, 2021	BUY	$47.35 - $50.59 $2.95 Million - $3.15 Million	62,212 New	62,212 $3.12 Million
Q1 2021 Apr 23, 2021	SELL	$46.75 - $54.72 $2.19 Million - $2.56 Million	-46,847 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$53.93 - $56.78 $2.53 Million - $2.66 Million	46,847 New	46,847 $2.57 Million

Others Institutions Holding SCHQ

# of Institutions

102

Shares Held

14.8M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR LONG-TERM

Ticker SCHQ
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Clear Creek Financial Management, LLC Schwab Strategic Tr Long Term Transaction History