Clear Creek Financial Management’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-28,387	Closed	-$917K	–	611
2025 Q3	$917K	Sell	28,387 -26,928	-49%	-$853K	0.08%	247
2025 Q2	$1.76M	Sell	55,315 -18,341	-25%	-$578K	0.17%	137
2025 Q1	$2.41M	Sell	73,656 -1,442	-2%	-$46.2K	0.25%	88
2024 Q4	$2.36M	Sell	75,098 -4,558	-6%	-$150K	0.26%	87
2024 Q3	$2.79M	Sell	79,656 -926	-1%	-$31.8K	0.32%	72
2024 Q2	$2.64M	Sell	80,582 -1,631	-2%	-$53.1K	0.32%	68
2024 Q1	$2.77M	Sell	82,213 -1,164	-1%	-$39.2K	0.35%	62
2023 Q4	$2.92M	Sell	83,377 -643	-0.8%	-$20.7K	0.46%	46
2023 Q3	$2.66M	Sell	84,020 -1,049	-1%	-$35.8K	0.47%	49
2023 Q2	$3.09M	Buy	85,069 +1,517	+2%	+$55.6K	0.53%	42
2023 Q1	$3.13M	Buy	83,552 +1,419	+2%	+$52.4K	0.59%	39
2022 Q4	$2.89M	Buy	82,133 +1,012	+1%	+$36K	0.64%	40
2022 Q3	$2.92M	Sell	81,121 -317	-0.4%	-$12.5K	0.64%	35
2022 Q2	$3.27M	Buy	81,438 +4,185	+5%	+$172K	0.69%	33
2022 Q1	$3.54M	Buy	77,253 +8,752	+13%	+$419K	0.56%	44
2021 Q4	$3.51M	Buy	68,501 +6,199	+10%	+$316K	0.53%	43
2021 Q3	$3.13M	Buy	62,302 +90	+0.1%	+$4.64K	0.5%	56
2021 Q2	$3.12M	Buy	+62,212	New	+$3.02M	0.48%	61
2021 Q1	–	Sell	-46,847	Closed	-$2.56M	–	214
2020 Q4	$2.56M	Buy	+46,847	New	+$2.58M	0.49%	52

Other funds holding SCHQ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CWA

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

WRPWM

Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clear Creek Financial Management's SCHQ Position: Q4 2025 in Review

Clear Creek Financial Management sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q4 2025, closing a stake of 28,387 shares — an estimated $917K sold.

Clear Creek Financial Management first reported a position in SCHQ in Q4 2020 and held it in 19 quarters. The position peaked at $3.54M in Q1 2022. 119 funds tracked by Wall St. Rank hold SCHQ as of Q4 2025.

Clear Creek Financial Management reported no remaining Schwab Long-Term US Treasury ETF position as of Q4 2025 after selling out during the quarter.
Clear Creek Financial Management sold 28,387 Schwab Long-Term US Treasury ETF shares in Q4 2025, an estimated $917K.
Clear Creek Financial Management first reported a position in Schwab Long-Term US Treasury ETF in Q4 2020 and held it in 19 quarters.
Clear Creek Financial Management's Schwab Long-Term US Treasury ETF position peaked at $3.54M in Q1 2022.
119 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q4 2025.

Based on Clear Creek Financial Management's 13F filing for Q4 2025, filed 23 Jan 2026.