Clear Creek Financial Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Buy |
+2,498
| New | +$228K | 0.02% | 496 |
|
|
2025
Q1 | – | Sell |
-3,318
| Closed | -$246K | – | 544 |
|
|
2024
Q4 | $246K | Sell |
3,318
-33
| -1% | -$2.44K | 0.03% | 411 |
|
|
2024
Q3 | $217K | Buy |
3,351
+73
| +2% | +$4.73K | 0.02% | 417 |
|
|
2024
Q2 | $242K | Sell |
3,278
-85
| -3% | -$6.26K | 0.03% | 380 |
|
|
2024
Q1 | $243K | Buy |
+3,363
| New | +$243K | 0.03% | 363 |
|
|
2023
Q3 | – | Sell |
-3,620
| Closed | -$205K | – | 339 |
|
|
2023
Q2 | $205K | Buy |
+3,620
| New | +$205K | 0.04% | 298 |
|
|
2022
Q2 | – | Sell |
-2,431
| Closed | -$205K | – | 362 |
|
|
2022
Q1 | $205K | Buy |
+2,431
| New | +$205K | 0.03% | 313 |
|