Clear Creek Financial Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Clear Creek Financial Management, LLC
- $808 Million
- Q2 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 102,615 shares of SCHM stock, worth $8.52 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
102,615
Previous 109,322
6.14%
Holding current value
$8.52 Million
Previous $8.9 Million
10.29%
% of portfolio
0.99%
Previous 1.15%
Shares
19 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.76 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$834 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$190 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$185 Million2.77% of portfolio