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

Clear Creek Financial Management, LLC

  • $854 Million
  • Q3 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 12,761 shares of SCHD stock, worth $345,567. This represents 0.13% of its overall portfolio holdings.

Number of Shares
12,761
Previous 11,494 11.02%
Holding current value
$345,567
Previous $893,000 20.72%
% of portfolio
0.13%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,760
Shares Held
276M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Clear Creek Financial Management, LLC Portfolio

Follow Clear Creek Financial Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clear Creek Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clear Creek Financial Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email