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

Clear Creek Financial Management, LLC

  • $808 Million
  • Q2 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 26,687 shares of SCHZ stock, worth $1.27 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
26,687
Previous 27,893 4.32%
Holding current value
$1.27 Million
Previous $1.28 Million 5.22%
% of portfolio
0.15%
Previous 0.17%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
625
Shares Held
107M
Call Options Held
100
Put Options Held
1.8K
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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