CCMI
SCHW

Creative Capital Management Investments’s Charles Schwab SCHW Stock Holding History

Creative Capital Management Investments’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 		$10.3K Buy
+112
New +$10.2K ﹤0.01% 280
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 		$7.59K Hold
145
– – 0.01% 170
2022
Q4 		$12K Buy
+145
New +$11.3K 0.01% 119

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Creative Capital Management Investments's SCHW Position: Q2 2026 in Review

Creative Capital Management Investments opened a new position in Charles Schwab (SCHW) in Q2 2026: 112 shares worth $10.3K. The stake represents ﹤0.01% of the portfolio and ranks #280 among its holdings. This is a return to the name: Creative Capital Management Investments previously reported a position in SCHW as recently as Q4 2024.

Creative Capital Management Investments first reported a position in SCHW in Q4 2022 and has held it in 10 quarters since. The position peaked at $12K in Q4 2022. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Creative Capital Management Investments held 112 shares of Charles Schwab worth $10.3K as of Q2 2026.
  • Charles Schwab was a new Creative Capital Management Investments position in Q2 2026.
  • Charles Schwab made up ﹤0.01% of Creative Capital Management Investments's portfolio in Q2 2026, its #280 holding.
  • Creative Capital Management Investments first reported a position in Charles Schwab in Q4 2022 and has held it in 10 quarters since.
  • Creative Capital Management Investments's Charles Schwab position peaked at $12K in Q4 2022.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.