Clear Creek Financial Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Clear Creek Financial Management, LLC
- $962 Million
- Q2 2025
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 46,195 shares of SCHD stock, worth $1.23 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
46,195
Previous 46,627
0.93%
Holding current value
$1.23 Million
Previous $1.3 Million
6.06%
% of portfolio
0.13%
Previous 0.14%
Shares
8 transactions
Others Institutions Holding SCHD
# of Institutions
2,034Shares Held
840MCall Options Held
4.51MPut Options Held
2.75M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.11 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.04 Billion0.37% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$770 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$759 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$756 Million4.28% of portfolio