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Schwab Strategic Tr us aggregate b shares owned by Clear Creek Financial Management

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Clear Creek Financial Management from 13F filings

Historical chart of Clear Creek Financial Management investment in Schwab Strategic Tr us aggregate b

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us aggregate b held by Clear Creek Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Clear Creek Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 28k 46.00
2023-12-31 $1.3M 27k 46.62
2023-09-30 $359k 8.1k 44.23
2023-06-30 $316k 6.9k 46.16

More positions owned by Clear Creek Financial Management

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Microsoft Corporation (MSFT)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
NVIDIA Corporation (NVDA)
Simplify Exchange Traded Fun Managed Futures (CTA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for Clear Creek Financial Management

Top funds holding Schwab Strategic Tr us aggregate b

Charles Schwab Investment Management
Jpmorgan Chase & Co
Honkamp Krueger Financial Services
Capital Management Associates
Ameriprise Financial
Financial Engines Advisors L.L.C
Rockbridge Investment Management, LCC
Envestnet Asset Management
Wealth Enhancement Advisory Services
Goldman Sachs Group
Resources Investment Advisors
McAdam
HighTower Advisors
Charles Schwab Trust
Total Wealth Planning

View all funds holding Schwab Strategic Tr us aggregate b