Clear Creek Financial Management’s Charles Schwab SCHW Stock Holding History

Clear Creek Financial Management’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
2025 Q2	$228K	Buy
2025 Q1	–	Sell
2024 Q4	$246K	Sell
2024 Q3	$217K	Buy
2024 Q2	$242K	Sell
2024 Q1	$243K	Buy
2023 Q3	–	Sell
2023 Q2	$205K	Buy
2022 Q2	–	Sell
2022 Q1	$205K	Buy