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Disclosery

Clear Creek Financial Management, LLC: SCHW position timeline

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

Clear Creek Financial Management, LLC held 4,810 SCHW 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 4,810 shares
    Change vs previous 13F -165 shares

    0.03% of the 13F portfolio, value $443,834.

    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 4,975 shares
    Change vs previous 13F +297 shares

    0.04% of the 13F portfolio, value $467,561.

    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 4,678 shares
    Change vs previous 13F +758 shares

    0.04% of the 13F portfolio, value $467,384.

    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 3,920 shares
    Change vs previous 13F +1,422 shares

    0.03% of the 13F portfolio, value $374,242.

    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 2,498 shares
    Change vs previous 13F +2,498 shares

    0.02% of the 13F portfolio, value $227,918.

    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 0 shares
    Change vs previous 13F -3,318 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 3,318 shares
    Change vs previous 13F -33 shares

    0.03% of the 13F portfolio, value $245,565.

    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 3,351 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $217,178.

    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).