Clear Creek Financial Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHD
RIM
SLI
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.