Creative Capital Management Investments LLC

Position in SCHW — Schwab Charles Corp

CIK 1957363 SAN DIEGO, CA

Position in SCHW

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$10,334

-$397 QoQ

Shares Held

112

-22.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#2,209

of 2,304 holders

Holding Since

Dec 2022

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Creative Capital Management Investments LLC holds $390,113 across 22 Capital Markets names. SCHW ranks #4 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HOOD	Robinhood Markets, Inc.	2,235	$224,125
2	GS	Goldman Sachs Group Inc	95	$96,080
3	MS	Morgan Stanley	136	$28,429
4	SCHW	Schwab Charles Corp This page	112	$10,334
5	SF	Stifel Financial Corp	59	$4,116
6	LPLA	LPL Financial Holdings Inc.	14	$3,943
7	JEF	Jefferies Financial Group Inc.	57	$2,848
8	EVR	Evercore Inc.	8	$2,731

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,334	112	-22.8%	Shares	Sole	2026-07-24
2024-12-31	$10,731	145	0.0%	Shares	Sole	2025-01-31
2024-09-30	$9,397	145	0.0%	Shares	Sole	2024-10-29
2024-06-30	$10,685	145	0.0%	Shares	Sole	2024-07-25
2024-03-31	$10,489	145	0.0%	Shares	Sole	2024-04-23
2023-12-31	$9,976	145	0.0%	Shares	Sole	2024-02-06
2023-09-30	$7,960	145	0.0%	Shares	Sole	2024-04-22
2023-06-30	$8,218	145	0.0%	Shares	Sole	2024-04-22
2023-03-31	$7,595	145	0.0%	Shares	Sole	2024-04-22
2022-12-31	$12,072	145	—	Shares	Sole	2023-01-13
No filing history on record for this holder in this stock.