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Clear Creek Financial Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Clear Creek Financial Management’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.31M Buy
99,938
+18,989
+23% +$439K 0.15% 151
2026
Q1 		$1.88M Buy
80,949
+45,238
+127% +$1.06M 0.14% 154
2025
Q4 		$835K Buy
35,711
+2,485
+7% +$58.4K 0.07% 272
2025
Q3 		$780K Sell
33,226
-352
-1% -$8.18K 0.07% 277
2025
Q2 		$780K Sell
33,578
-35,706
-52% -$819K 0.07% 271
2025
Q1 		$1.6M Buy
69,284
+3,775
+6% +$86.5K 0.17% 128
2024
Q4 		$1.49M Buy
65,509
+4,397
+7% +$102K 0.16% 129
2024
Q3 		$1.45M Buy
61,112
+7,738
+14% +$181K 0.16% 121
2024
Q2 		$1.22M Sell
53,374
-2,412
-4% -$54.7K 0.15% 133
2024
Q1 		$1.28M Buy
55,786
+1,082
+2% +$24.9K 0.16% 118
2023
Q4 		$1.28M Buy
54,704
+38,492
+237% +$861K 0.2% 94
2023
Q3 		$359K Buy
16,212
+2,512
+18% +$56.9K 0.06% 212
2023
Q2 		$316K Buy
+13,700
New +$319K 0.05% 236

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

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

Clear Creek Financial Management increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 23% in Q2 2026, buying an estimated $439K and bringing the position to 99,938 shares worth $2.31M. The position accounts for 0.15% of the portfolio, ranked #151.

Clear Creek Financial Management first reported a position in SCHZ in Q2 2023 and has held it in 13 quarters since. 673 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Clear Creek Financial Management held 99,938 shares of Schwab US Aggregate Bond ETF worth $2.31M as of Q2 2026.
  • Clear Creek Financial Management bought 18,989 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $439K.
  • Schwab US Aggregate Bond ETF made up 0.15% of Clear Creek Financial Management's portfolio in Q2 2026, its #151 holding.
  • Clear Creek Financial Management first reported a position in Schwab US Aggregate Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • 673 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

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