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Charles Schwab Corporation shares owned by Clear Creek Financial Management

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Clear Creek Financial Management from 13F filings

Historical chart of Clear Creek Financial Management investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation 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 Charles Schwab Corporation by Clear Creek Financial Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $217k 3.4k 64.81
2024-06-30 $242k 3.3k 73.69
2024-03-31 $243k 3.4k 72.34
2023-06-30 $205k 3.6k 56.68
2022-03-31 $205k 2.4k 84.33

More positions owned by Clear Creek Financial Management

Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400gr Etf (IJK)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Microsoft Corporation (MSFT)
Ishares Tr Us Treas Bd Etf (GOVT)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for Clear Creek Financial Management

Top funds holding Charles Schwab Corporation

Toronto-Dominion Bank
Vanguard Group
BlackRock
BlackRock
Dodge & Cox
T. Rowe Price Associates
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Massachusetts Financial Services
Harris Associates L.P
Franklin Resources
Morgan Stanley
Bank of America Corporation
Fisher Investments

View all funds holding Charles Schwab Corporation