Creative Capital Management Investments’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-145
| Closed | -$10.7K | – | 272 |
|
|
2024
Q4 | $10.7K | Hold |
145
| – | – | ﹤0.01% | 185 |
|
|
2024
Q3 | $9.4K | Hold |
145
| – | – | ﹤0.01% | 172 |
|
|
2024
Q2 | $10.7K | Hold |
145
| – | – | 0.01% | 163 |
|
|
2024
Q1 | $10.5K | Hold |
145
| – | – | 0.01% | 153 |
|
|
2023
Q4 | $9.98K | Hold |
145
| – | – | 0.01% | 151 |
|
|
2023
Q3 | $7.96K | Hold |
145
| – | – | 0.01% | 164 |
|
|
2023
Q2 | $8.22K | Hold |
145
| – | – | 0.01% | 155 |
|
|
2023
Q1 | $7.6K | Hold |
145
| – | – | 0.01% | 170 |
|
|
2022
Q4 | $12K | Buy |
+145
| New | +$12K | 0.01% | 119 |
|