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Disclosery

Clear Creek Financial Management, LLC: SCHX position timeline

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

Clear Creek Financial Management, LLC held 83,893 SCHX 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 83,893 shares
    Change vs previous 13F +20,777 shares

    0.16% of the 13F portfolio, value $2,468,975.

    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 63,116 shares
    Change vs previous 13F +7,323 shares

    0.12% of the 13F portfolio, value $1,618,293.

    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 55,793 shares
    Change vs previous 13F -755 shares

    0.12% of the 13F portfolio, value $1,501,399.

    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 56,548 shares
    Change vs previous 13F +509 shares

    0.13% of the 13F portfolio, value $1,489,469.

    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 56,039 shares
    Change vs previous 13F -1,439 shares

    0.13% of the 13F portfolio, value $1,369,589.

    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 57,478 shares
    Change vs previous 13F -232 shares

    0.13% of the 13F portfolio, value $1,269,112.

    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 57,710 shares
    Change vs previous 13F +33,548 shares

    0.14% of the 13F portfolio, value $1,337,712.

    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 24,162 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,639,406.

    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).