Clear Creek Financial Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Clear Creek Financial Management’s Portfolio SCHM Stock Details SCHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.3M	Buy	430,017 +62,371	+17%	+$1.99M	1.02%	16
2025 Q4	$11.1M	Sell	367,646 -70,660	-16%	-$2.11M	0.9%	20
2025 Q3	$13M	Buy	438,306 +64,128	+17%	+$1.87M	1.13%	14
2025 Q2	$10.5M	Buy	374,178 +96,930	+35%	+$2.56M	1%	16
2025 Q1	$7.26M	Sell	277,248 -45,071	-14%	-$1.26M	0.75%	23
2024 Q4	$8.93M	Buy	322,319 +1,403	+0.4%	+$40K	0.97%	22
2024 Q3	$8.89M	Buy	320,916 +13,071	+4%	+$348K	1.01%	19
2024 Q2	$7.99M	Sell	307,845 -20,121	-6%	-$526K	0.97%	20
2024 Q1	$8.9M	Buy	327,966 +72,417	+28%	+$1.85M	1.14%	15
2023 Q4	$6.42M	Buy	255,549 +65,964	+35%	+$1.51M	1.02%	19
2023 Q3	$4.28M	Buy	189,585 +64,035	+51%	+$1.52M	0.75%	25
2023 Q2	$2.97M	Buy	125,550 +4,638	+4%	+$105K	0.51%	46
2023 Q1	$2.73M	Sell	120,912 -12,381	-9%	-$285K	0.52%	44
2022 Q4	$2.92M	Sell	133,293 -49,092	-27%	-$1.08M	0.64%	39
2022 Q3	$3.68M	Buy	182,385 +19,761	+12%	+$441K	0.81%	28
2022 Q2	$3.4M	Buy	162,624 +10,920	+7%	+$252K	0.71%	31
2022 Q1	$3.84M	Sell	151,704 -37,086	-20%	-$930K	0.6%	41
2021 Q4	$5.06M	Sell	188,790 -241,500	-56%	-$6.44M	0.76%	26
2021 Q3	$11M	Sell	430,290 -77,265	-15%	-$2.02M	1.77%	8
2021 Q2	$13.2M	Buy	507,555 +414,843	+447%	+$10.7M	2.05%	7
2021 Q1	$2.38M	Sell	92,712 -637,332	-87%	-$15.5M	4.78%	3
2020 Q4	$16.6M	Buy	+730,044	New	+$15.2M	3.2%	3
2020 Q3	–	Sell	-694,236	Closed	-$12.2M	–	226
2020 Q2	$12.2M	Buy	694,236 +176,214	+34%	+$2.87M	3.15%	6
2020 Q1	$7.77M	Sell	518,022 -25,926	-5%	-$475K	2.95%	8
2019 Q4	$11M	Buy	+543,948	New	+$10.5M	4.34%	5

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Clear Creek Financial Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 17% in Q1 2026, buying an estimated $1.99M and bringing the position to 430,017 shares worth $13.3M. The position accounts for 1.02% of the portfolio, ranked #16.

Clear Creek Financial Management first reported a position in SCHM in Q4 2019 and has held it in 25 quarters since. The position peaked at $16.6M in Q4 2020. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Clear Creek Financial Management held 430,017 shares of Schwab US Mid-Cap ETF worth $13.3M as of Q1 2026.
Clear Creek Financial Management bought 62,371 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $1.99M.
Schwab US Mid-Cap ETF made up 1.02% of Clear Creek Financial Management's portfolio in Q1 2026, its #16 holding.
Clear Creek Financial Management first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 25 quarters since.
Clear Creek Financial Management's Schwab US Mid-Cap ETF position peaked at $16.6M in Q4 2020.
1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

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