Creative Planning »

Schwab Strategic Tr schwb fdt int sc shares owned by Creative Planning

Quarter-by-quarter ownership of Schwab Strategic Tr schwb fdt int sc (FNDC) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Schwab Strategic Tr schwb fdt int sc

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr schwb fdt int sc held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr schwb fdt int sc by Creative Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.8M 138k 34.85
2023-09-30 $4.2M 132k 32.13
2023-06-30 $4.1M 123k 33.19
2023-03-31 $4.0M 120k 33.13
2022-12-31 $3.6M 114k 31.26
2022-09-30 $2.0M 72k 27.19
2022-06-30 $2.2M 73k 30.41
2022-03-31 $1.9M 52k 35.38
2021-12-31 $1.6M 44k 37.38
2021-09-30 $1.8M 46k 38.72
2021-06-30 $1.4M 35k 39.26
2021-03-31 $1.1M 29k 37.44
2020-12-31 $918k 26k 34.78
2020-09-30 $761k 25k 29.92
2020-06-30 $301k 11k 27.55
2020-03-31 $277k 12k 23.49
2019-12-31 $660k 20k 33.27
2019-09-30 $490k 16k 30.73
2019-06-30 $510k 16k 31.22
2019-03-31 $513k 17k 31.07
2018-12-31 $556k 20k 28.34
2018-09-30 $616k 18k 34.55
2018-06-30 $441k 13k 34.86
2018-03-31 $366k 10k 35.81
2017-12-31 $203k 5.7k 35.89
2017-09-30 $215k 6.2k 34.85
2017-06-30 $151k 4.6k 32.69
2017-03-31 $84k 2.7k 30.69
2016-12-31 $18k 622 28.94
2016-09-30 $3.0k 109 27.52
2016-06-30 $5.0k 182 27.47
2016-03-31 $5.0k 195 25.64
2015-12-31 $2.0k 73 27.40

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Creative Planning

Top funds holding Schwab Strategic Tr schwb fdt int sc

Charles Schwab Investment Advisory
Jane Street
Victory Capital Management
Citadel Advisors
GHP Investment Advisors
Clarius
Mercer Global Advisors
Lincoln National
United Capital Financial Advisers
Prairiewood Capital
Geneos Wealth Management
UBS Group
Dynamic Advisors Solutions
Collective Family Office
Cherry Tree Wealth Management

View all funds holding Schwab Strategic Tr schwb fdt int sc