Clear Creek Financial Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.47M	Buy	83,893 +20,777	+33%	+$593K	0.16%	146
2026 Q1	$1.62M	Buy	63,116 +7,323	+13%	+$196K	0.12%	179
2025 Q4	$1.5M	Sell	55,793 -755	-1%	-$20.2K	0.12%	172
2025 Q3	$1.49M	Buy	56,548 +509	+0.9%	+$12.9K	0.13%	166
2025 Q2	$1.37M	Sell	56,039 -1,439	-3%	-$32.5K	0.13%	176
2025 Q1	$1.27M	Sell	57,478 -232	-0.4%	-$5.4K	0.13%	161
2024 Q4	$1.34M	Sell	57,710 -14,776	-20%	-$344K	0.14%	139
2024 Q3	$1.64M	Buy	72,486 +2,958	+4%	+$64.5K	0.19%	110
2024 Q2	$1.49M	Hold	69,528	–	–	0.18%	111
2024 Q1	$1.44M	Sell	69,528 -789	-1%	-$15.5K	0.18%	107
2023 Q4	$1.32M	Sell	70,317 -1,443	-2%	-$25.3K	0.21%	88
2023 Q3	$1.21M	Sell	71,760 -6,624	-8%	-$116K	0.21%	86
2023 Q2	$1.37M	Sell	78,384 -10,200	-12%	-$168K	0.24%	81
2023 Q1	$1.43M	Hold	88,584	–	–	0.27%	77
2022 Q4	$1.33M	Hold	88,584	–	–	0.29%	76
2022 Q3	$1.25M	Sell	88,584 -4,866	-5%	-$76.3K	0.28%	71
2022 Q2	$1.39M	Hold	93,450	–	–	0.29%	72
2022 Q1	$1.68M	Sell	93,450 -12	-0%	-$212	0.26%	91
2021 Q4	$1.77M	Sell	93,462 -1,296	-1%	-$23.9K	0.27%	86
2021 Q3	$1.64M	Sell	94,758 -3,276	-3%	-$58.4K	0.26%	99
2021 Q2	$1.7M	Buy	+98,034	New	+$1.65M	0.26%	96
2021 Q1	–	Sell	-104,622	Closed	-$1.58M	–	215
2020 Q4	$1.58M	Buy	+104,622	New	+$1.5M	0.31%	67
2020 Q3	–	Sell	-119,634	Closed	-$1.48M	–	227
2020 Q2	$1.48M	Buy	+119,634	New	+$1.39M	0.38%	47

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Clear Creek Financial Management's SCHX Position: Q2 2026 in Review

Clear Creek Financial Management increased its Schwab US Large- Cap ETF (SCHX) stake by 33% in Q2 2026, buying an estimated $593K and bringing the position to 83,893 shares worth $2.47M. The position accounts for 0.16% of the portfolio, ranked #146.

Clear Creek Financial Management first reported a position in SCHX in Q2 2020 and has held it in 23 quarters since. 1,608 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Clear Creek Financial Management held 83,893 shares of Schwab US Large- Cap ETF worth $2.47M as of Q2 2026.
Clear Creek Financial Management bought 20,777 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $593K.
Schwab US Large- Cap ETF made up 0.16% of Clear Creek Financial Management's portfolio in Q2 2026, its #146 holding.
Clear Creek Financial Management first reported a position in Schwab US Large- Cap ETF in Q2 2020 and has held it in 23 quarters since.
1,608 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.