Cherry Creek Investment Advisors’s Charles Schwab SCHW Stock Holding History

Cherry Creek Investment Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$220K	Buy	2,346 +3	+0.1%	+$294	0.1%	110
2025 Q4	$234K	Buy	+2,343	New	+$222K	0.1%	103
2022 Q4	–	Sell	-3,032	Closed	-$218K	–	93
2022 Q3	$218K	Buy	+3,032	New	+$210K	0.18%	83
2022 Q2	–	Sell	-3,105	Closed	-$262K	–	101
2022 Q1	$262K	Buy	3,105 +375	+14%	+$33K	0.17%	87
2021 Q4	$230K	Buy	+2,730	New	+$221K	0.14%	98

Other funds holding SCHW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cherry Creek Investment Advisors's SCHW Position: Q1 2026 in Review

Cherry Creek Investment Advisors increased its Charles Schwab (SCHW) stake by 0.13% in Q1 2026, buying an estimated $294 and bringing the position to 2,346 shares worth $220K. The position accounts for 0.1% of the portfolio, ranked #110.

Cherry Creek Investment Advisors first reported a position in SCHW in Q4 2021 and has held it in 5 quarters since. The position peaked at $262K in Q1 2022. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Cherry Creek Investment Advisors held 2,346 shares of Charles Schwab worth $220K as of Q1 2026.
Cherry Creek Investment Advisors bought 3 Charles Schwab shares in Q1 2026, an estimated $294.
Charles Schwab made up 0.1% of Cherry Creek Investment Advisors's portfolio in Q1 2026, its #110 holding.
Cherry Creek Investment Advisors first reported a position in Charles Schwab in Q4 2021 and has held it in 5 quarters since.
Cherry Creek Investment Advisors's Charles Schwab position peaked at $262K in Q1 2022.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Cherry Creek Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.