Clear Creek Financial Management, LLC SCHM — SCHWAB STRATEGIC TR

Ownership history in Clear Creek Financial Management, LLC  ·  25 quarters on record

AI Ownership Summary

Clear Creek Financial Management, LLC reported SCHWAB STRATEGIC TR (SCHM) in 25 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.14% in 2024 Q1. The latest visible filing shows SCHM at 1.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SCHM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Clear Creek Financial Management, LLC's position in SCHWAB STRATEGIC TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SCHM was reported at 1.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.14% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SCHM stock page Clear Creek Financial Management, LLC fund profile Clear Creek Financial Management, LLC full holdings
How Clear Creek Financial Management, LLC held SCHM — position size vs. price
% of Fund (quarterly)    SCHM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 430,017 +62,371 +17.0% 1.02% $13.3M 2026-04-23 $33.65
2025 Q4 REDUCED 16.1% +3.2% ❌ 367,646 -70,660 -16.1% 0.90% $11.1M 2026-01-23 $31.99
2025 Q3 ADDED — — — 438,306 +64,128 +17.1% 1.13% $13.0M 2025-11-10 $29.48
2025 Q2 ADDED — — — 374,178 +96,930 +35.0% 1.00% $10.5M 2025-07-23 $28.80
2025 Q1 REDUCED 14.0% +7.4% ❌ 277,248 -45,071 -14.0% 0.75% $7.3M 2025-04-28 $25.13
2024 Q4 ADDED — — — 322,319 +215,347 +201.3% 0.97% $8.9M 2025-01-24 $28.69
2024 Q3 ADDED — — — 106,972 +4,357 +4.2% 1.01% $8.9M 2024-10-29 $27.31
2024 Q2 REDUCED 6.1% +7.2% ❌ 102,615 -6,707 -6.1% 0.97% $8.0M 2024-07-25 $25.78
2024 Q1 ADDED — — — 109,322 +24,139 +28.3% 1.14% $8.9M 2024-04-26 $25.04
2023 Q4 ADDED — — — 85,183 +21,988 +34.8% 1.02% $6.4M 2024-01-24 $23.96
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SCHM

As of 2026 Q1 — sorted by position size

93 Financial Group, LLC 21.86% Sherwood Financial Partners, LLC 13.57% RIVER'S EDGE WEALTH MANAGEMENT, LLC 12.0% Womack Financial LLC 11.17% Cannon Capital Management, Inc. 10.89% Financial Planning Navigators CORP 10.12% White & Co Financial Planning Inc 9.51% Monetary Solutions, Ltd 8.98% Mokosak Advisory Group, LLC 3Y 7Y 8.8% Family Legacy Financial Solutions, LLC 8.03%

FAQ About Clear Creek Financial Management, LLC and SCHM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Clear Creek Financial Management, LLC reported owning SCHM?

Clear Creek Financial Management, LLC reported SCHM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SCHM position in Clear Creek Financial Management, LLC's portfolio?

The largest reported portfolio weight for SCHM was 1.14% in 2024 Q1.

What is the latest reported SCHM position on this page?

The most recent filing on this page is 2026 Q1, when Clear Creek Financial Management, LLC reported 430,017 shares, equal to 1.02% of portfolio, with an estimated market value of $13.3M.

What does the chart on this SCHM ownership page compare?

The chart compares Clear Creek Financial Management, LLC's quarterly SCHM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Clear Creek Financial Management, LLC time their SCHM position?

Based on 13F filing dates vs. subsequent SCHM price moves, Clear Creek Financial Management, LLC correctly timed 14 out of 24 reported position changes (58%). The annualised alpha on SCHM relative to SPY over the holding period was -6.6%.

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