Clear Creek Financial Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-8,898	Closed	-$217K	–	586
2025 Q2	$217K	Sell	8,898 -433	-5%	-$10.5K	0.02%	503
2025 Q1	$227K	Buy	+9,331	New	+$226K	0.02%	467
2024 Q2	–	Sell	-8,502	Closed	-$205K	–	460
2024 Q1	$205K	Buy	+8,502	New	+$205K	0.03%	398

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clear Creek Financial Management's SCHO Position: Q3 2025 in Review

Clear Creek Financial Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2025, closing a stake of 8,898 shares — an estimated $217K sold.

Clear Creek Financial Management first reported a position in SCHO in Q1 2024 and held it in 3 quarters. The position peaked at $227K in Q1 2025. 643 funds tracked by Wall St. Rank hold SCHO as of Q3 2025.

Clear Creek Financial Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2025 after selling out during the quarter.
Clear Creek Financial Management sold 8,898 Schwab Short-Term US Treasury ETF shares in Q3 2025, an estimated $217K.
Clear Creek Financial Management first reported a position in Schwab Short-Term US Treasury ETF in Q1 2024 and held it in 3 quarters.
Clear Creek Financial Management's Schwab Short-Term US Treasury ETF position peaked at $227K in Q1 2025.
643 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2025.

Based on Clear Creek Financial Management's 13F filing for Q3 2025, filed 10 Nov 2025.