Creekmur Asset Management’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-82	Closed	-$6.04K	–	1106
2024 Q2	$6.04K	Buy	82 +17	+26%	+$1.25K	﹤0.01%	561
2024 Q1	$4.7K	Hold	65	–	–	﹤0.01%	566
2023 Q4	$4.47K	Buy	+65	New	+$4.47K	﹤0.01%	602