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

Clear Creek Financial Management, LLC

$854 Million
Q3 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 30,556 shares of SCHZ stock, worth $702,482. This represents 0.17% of its overall portfolio holdings.

Number of Shares

30,556

Previous 26,687 14.5%

Holding current value

$702,482

Previous $1.22 Million 19.41%

% of portfolio

0.17%

Previous 0.15%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

628

Shares Held

82.9M

Call Options Held

100

Put Options Held

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

More about SCHZ

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 Us Aggregate Bond ETF Transaction History