Clear Creek Financial Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.78M Buy
57,896
+5,859
+11% +$178K 0.14% 164
2025
Q4
$1.43M Buy
52,037
+5,101
+11% +$139K 0.12% 178
2025
Q3
$1.28M Buy
46,936
+741
+2% +$20.2K 0.11% 196
2025
Q2
$1.22M Sell
46,195
-432
-0.9% -$11.3K 0.12% 190
2025
Q1
$1.3M Buy
46,627
+9,532
+26% +$266K 0.14% 156
2024
Q4
$1.01M Sell
37,095
-1,188
-3% -$33.8K 0.11% 193
2024
Q3
$1.08M Buy
38,283
+3,801
+11% +$104K 0.12% 161
2024
Q2
$894K Buy
34,482
+213
+0.6% +$5.54K 0.11% 173
2024
Q1
$921K Buy
34,269
+3,687
+12% +$95.3K 0.12% 157
2023
Q4
$776K Buy
+30,582
New +$729K 0.12% 144
2023
Q1
Sell
-8,955
Closed -$225K 327
2022
Q4
$225K Buy
+8,955
New +$221K 0.05% 250

Other funds holding SCHD

Clear Creek Financial Management's SCHD Position: Q1 2026 in Review

Clear Creek Financial Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 11% in Q1 2026, buying an estimated $178K and bringing the position to 57,896 shares worth $1.78M. The position accounts for 0.14% of the portfolio, ranked #164.

Clear Creek Financial Management first reported a position in SCHD in Q4 2022 and has held it in 11 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Clear Creek Financial Management held 57,896 shares of Schwab US Dividend Equity ETF worth $1.78M as of Q1 2026.
  • Clear Creek Financial Management bought 5,859 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $178K.
  • Schwab US Dividend Equity ETF made up 0.14% of Clear Creek Financial Management's portfolio in Q1 2026, its #164 holding.
  • Clear Creek Financial Management first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 11 quarters since.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.