Clear Creek Financial Management, LLC
Position in SCHW — Schwab Charles Corp
CIK 1784235
SILVERDALE, WA
Position in SCHW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$443,818
-$23,732 QoQ
Shares Held
4,810
-3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,561
of 2,303 holders
Holding Since
Mar 2022
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Clear Creek Financial Management, LLC holds $2,206,597 across 5 Capital Markets names. SCHW ranks #3 (20.1% of the industry book) .
All Filings in SCHW
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $443,818 | 4,810 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $467,550 | 4,975 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $467,378 | 4,678 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $374,242 | 3,920 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $227,917 | 2,498 | Shares | Sole | 2025-07-23 | |
| 2024-12-31 | $245,565 | 3,318 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $217,178 | 3,351 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $241,555 | 3,278 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $243,279 | 3,363 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $205,181 | 3,620 | Shares | Sole | 2023-07-17 | |
| 2022-03-31 | $204,957 | 2,431 | Shares | Sole | 2022-05-02 | |
| No filing history on record for this holder in this stock. | ||||||