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 Q2	$217K	Buy	2,349 +3	+0.1%	+$274	0.09%	118
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cherry Creek Investment Advisors's SCHW Position: Q2 2026 in Review

Cherry Creek Investment Advisors increased its Charles Schwab (SCHW) stake by 0.13% in Q2 2026, buying an estimated $274 and bringing the position to 2,349 shares worth $217K. The position accounts for 0.09% of the portfolio, ranked #118.

Cherry Creek Investment Advisors first reported a position in SCHW in Q4 2021 and has held it in 6 quarters since. The position peaked at $262K in Q1 2022. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Cherry Creek Investment Advisors held 2,349 shares of Charles Schwab worth $217K as of Q2 2026.
Cherry Creek Investment Advisors bought 3 Charles Schwab shares in Q2 2026, an estimated $274.
Charles Schwab made up 0.09% of Cherry Creek Investment Advisors's portfolio in Q2 2026, its #118 holding.
Cherry Creek Investment Advisors first reported a position in Charles Schwab in Q4 2021 and has held it in 6 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 Q2 2026.

Based on Cherry Creek Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.