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
2026 Q2	$444K	Sell	4,810 -165	-3%	-$15K	0.03%	437
2026 Q1	$468K	Buy	4,975 +297	+6%	+$29.1K	0.04%	406
2025 Q4	$467K	Buy	4,678 +758	+19%	+$71.9K	0.04%	404
2025 Q3	$374K	Buy	3,920 +1,422	+57%	+$135K	0.03%	428
2025 Q2	$228K	Buy	+2,498	New	+$209K	0.02%	496
2025 Q1	–	Sell	-3,318	Closed	-$246K	–	544
2024 Q4	$246K	Sell	3,318 -33	-1%	-$2.47K	0.03%	411
2024 Q3	$217K	Buy	3,351 +73	+2%	+$4.79K	0.02%	417
2024 Q2	$242K	Sell	3,278 -85	-3%	-$6.28K	0.03%	380
2024 Q1	$243K	Buy	+3,363	New	+$221K	0.03%	363
2023 Q3	–	Sell	-3,620	Closed	-$205K	–	339
2023 Q2	$205K	Buy	+3,620	New	+$190K	0.04%	298
2022 Q2	–	Sell	-2,431	Closed	-$205K	–	362
2022 Q1	$205K	Buy	+2,431	New	+$214K	0.03%	313

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 $3.37T AUM 44.26% 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

Clear Creek Financial Management's SCHW Position: Q2 2026 in Review

Clear Creek Financial Management reduced its Charles Schwab (SCHW) stake by 3.3% in Q2 2026, selling an estimated $15K and leaving 4,810 shares worth $444K. The position accounts for 0.03% of the portfolio, ranked #437.

Clear Creek Financial Management first reported a position in SCHW in Q1 2022 and has held it in 11 quarters since. The position peaked at $468K in Q1 2026. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Clear Creek Financial Management held 4,810 shares of Charles Schwab worth $444K as of Q2 2026.
Clear Creek Financial Management sold 165 Charles Schwab shares in Q2 2026, an estimated $15K.
Charles Schwab made up 0.03% of Clear Creek Financial Management's portfolio in Q2 2026, its #437 holding.
Clear Creek Financial Management first reported a position in Charles Schwab in Q1 2022 and has held it in 11 quarters since.
Clear Creek Financial Management's Charles Schwab position peaked at $468K in Q1 2026.
2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.