Clear Creek Financial Management, LLC Schwab Us Aggregate Bond ETF Transaction History

Clear Creek Financial Management, LLC

$877 Million
Q4 2024

A detailed history of Clear Creek Financial Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Clear Creek Financial Management, LLC holds 65,509 shares of SCHZ stock, worth $1.5 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

65,509

Previous 30,556 114.39%

Holding current value

$1.5 Million

Previous $1.45 Million 2.41%

% of portfolio

0.17%

Previous 0.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$22.63 - $47.53 $790,986 - $1.66 Million	34,953 Added 114.39%	65,509 $1.49 Million
Q3 2024 Oct 29, 2024	BUY	$45.2 - $47.87 $174,878 - $185,209	3,869 Added 14.5%	30,556 $1.45 Million
Q2 2024 Jul 25, 2024	SELL	$44.66 - $45.99 $53,859 - $55,463	-1,206 Reduced 4.32%	26,687 $1.22 Million
Q1 2024 Apr 26, 2024	BUY	$45.44 - $46.67 $24,583 - $25,248	541 Added 1.98%	27,893 $1.28 Million
Q4 2023 Jan 23, 2024	BUY	$43.09 - $46.83 $829,310 - $901,290	19,246 Added 237.43%	27,352 $1.28 Million
Q3 2023 Oct 23, 2023	BUY	$44.14 - $46.33 $55,439 - $58,190	1,256 Added 18.34%	8,106 $358,000
Q2 2023 Jul 14, 2023	BUY	$45.86 - $47.33 $314,141 - $324,210	6,850 New	6,850 $316,000

Others Institutions Holding SCHZ

# of Institutions

690

Shares Held

168M

Call Options Held

200

Put Options Held

1.5K

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

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Clear Creek Financial Management, LLC Schwab Us Aggregate Bond ETF Transaction History