Clear Creek Financial Management, LLC Schwab Strategic Tr Us Large C 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 Us Large C stock. As of the latest transaction made, Clear Creek Financial Management, LLC holds 57,710 shares of SCHX stock, worth $1.37 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

57,710

Previous 24,162 138.85%

Holding current value

$1.37 Million

Previous $1.64 Million 18.43%

% of portfolio

0.15%

Previous 0.19%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$22.4 - $68.28 $751,475 - $2.29 Million	33,548 Added 138.85%	57,710 $1.34 Million
Q3 2024 Oct 29, 2024	BUY	$61.11 - $67.85 $60,254 - $66,900	986 Added 4.25%	24,162 $1.64 Million
Q1 2024 Apr 26, 2024	SELL	$55.41 - $62.08 $14,572 - $16,327	-263 Reduced 1.12%	23,176 $1.44 Million
Q4 2023 Jan 23, 2024	SELL	$48.47 - $56.6 $23,314 - $27,224	-481 Reduced 2.01%	23,439 $1.32 Million
Q3 2023 Oct 23, 2023	SELL	$50.36 - $54.21 $111,194 - $119,695	-2,208 Reduced 8.45%	23,920 $1.21 Million
Q2 2023 Jul 14, 2023	SELL	$47.67 - $52.37 $162,078 - $178,058	-3,400 Reduced 11.51%	26,128 $1.37 Million
Q3 2022 Oct 24, 2022	SELL	$42.35 - $51.01 $68,691 - $82,738	-1,622 Reduced 5.21%	29,528 $1.25 Million
Q1 2022 May 02, 2022	BUY	$49.51 - $57.27 $771,019 - $891,865	15,573 Added 99.97%	31,150 $1.68 Million
Q4 2021 Jan 21, 2022	SELL	$51.9 - $57.29 $11,210 - $12,374	-216 Reduced 1.37%	15,577 $1.77 Million
Q3 2021 Oct 14, 2021	SELL	$51.52 - $54.94 $28,129 - $29,997	-546 Reduced 3.34%	15,793 $1.64 Million
Q2 2021 Jul 30, 2021	BUY	$48.62 - $52.01 $794,402 - $849,791	16,339 New	16,339 $1.7 Million
Q1 2021 Apr 23, 2021	SELL	$44.9 - $48.34 $782,921 - $842,904	-17,437 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$39.35 - $45.48 $686,145 - $793,034	17,437 New	17,437 $1.59 Million
Q3 2020 Nov 10, 2020	SELL	$37.26 - $43.03 $742,927 - $857,975	-19,939 Closed	0 $0
Q2 2020 Jul 16, 2020	BUY	$29.25 - $38.76 $583,215 - $772,835	19,939 New	19,939 $1.48 Million

Others Institutions Holding SCHX

# of Institutions

1,465

Shares Held

1.07B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

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.

Account

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