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Disclosery

Clear Creek Financial Management, LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clear Creek Financial Management, LLC on SCHD, newest first. How the timeline and the estimate are built.

Clear Creek Financial Management, LLC held 62,011 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,011 shares
    Change vs previous 13F +4,115 shares

    0.13% of the 13F portfolio, value $1,966,376.

    13F-HR 0001784235-26-000004 filed by Clear Creek Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 57,896 shares
    Change vs previous 13F +5,859 shares

    0.14% of the 13F portfolio, value $1,776,254.

    13F-HR 0001784235-26-000003 filed by Clear Creek Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 52,037 shares
    Change vs previous 13F +5,101 shares

    0.12% of the 13F portfolio, value $1,427,375.

    13F-HR 0001784235-26-000001 filed by Clear Creek Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 46,936 shares
    Change vs previous 13F +741 shares

    0.11% of the 13F portfolio, value $1,281,340.

    13F-HR 0001784235-25-000003 filed by Clear Creek Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 46,195 shares
    Change vs previous 13F -432 shares

    0.12% of the 13F portfolio, value $1,224,156.

    13F-HR 0001085146-25-004080 filed by Clear Creek Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 46,627 shares
    Change vs previous 13F +9,532 shares

    0.14% of the 13F portfolio, value $1,303,700.

    13F-HR 0001085146-25-002379 filed by Clear Creek Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 37,095 shares
    Change vs previous 13F +24,334 shares

    0.11% of the 13F portfolio, value $1,013,431.

    13F-HR 0001085146-25-000456 filed by Clear Creek Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 12,761 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,078,704.

    13F-HR 0001085146-24-005207 filed by Clear Creek Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).