SCHM — SCHWAB STRATEGIC TR

Ownership history in Clear Creek Financial Management, LLC  ·  24 quarters on record

This page tracks every 13F SEC filing in which Clear Creek Financial Management, LLC reported a position in SCHWAB STRATEGIC TR (SCHM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.78% (2021 Q1)
Avg. % of fund
1.52%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 367,646 -70,660 -16.1% 0.90% $11.1M $30.07
2025 Q3 ADDED 438,306 +64,128 +17.1% 1.13% $13.0M $29.51
2025 Q2 ADDED 374,178 +96,930 +35.0% 1.00% $10.5M $27.81
2025 Q1 REDUCED 277,248 -45,071 -14.0% 0.75% $7.3M $25.88
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCHM price (monthly, adj. close)

Other funds also holding SCHM

As of 2025 Q4 — sorted by position size

93 Financial Group, LLC 21.17% RIVER'S EDGE WEALTH MANAGEMENT, LLC 11.83% Cannon Capital Management, Inc. 11.53% Womack Financial LLC 10.6% Financial Planning Navigators CORP 10.22% Mokosak Advisory Group, LLC 3Y 7Y 8.59% Legacy Wealth Management, Inc 3Y 7Y 7.48% Advisory Alpha, LLC 3Y 7Y 6.84% HORIZON FINANCIAL SERVICES, LLC 3Y 6.82% BUSH INVESTMENT GROUP, LLC 6.38%
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