Schwab U S Broad Market ETF shares owned by Creative Planning
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $58M | 2.3M | 25.70 |
| 2025-06-30 | $53M | 2.2M | 23.83 |
| 2025-03-31 | $45M | 2.1M | 21.53 |
| 2024-12-31 | $47M | 2.1M | 22.69 |
| 2024-09-30 | $46M | 685k | 66.52 |
| 2024-06-30 | $43M | 680k | 62.87 |
| 2024-03-31 | $41M | 666k | 61.05 |
| 2023-12-31 | $38M | 683k | 55.67 |
| 2023-09-30 | $35M | 708k | 49.85 |
| 2023-06-30 | $37M | 708k | 51.70 |
| 2023-03-31 | $34M | 710k | 47.85 |
| 2022-12-31 | $33M | 740k | 44.81 |
| 2022-09-30 | $39M | 922k | 41.99 |
| 2022-06-30 | $53M | 1.2M | 44.19 |
| 2022-03-31 | $80M | 1.5M | 53.39 |
| 2021-12-31 | $34M | 303k | 113.01 |
| 2021-09-30 | $32M | 306k | 103.86 |
| 2021-06-30 | $30M | 285k | 104.27 |
| 2021-03-31 | $28M | 290k | 96.71 |
| 2020-12-31 | $27M | 294k | 90.99 |
| 2020-09-30 | $23M | 294k | 79.64 |
| 2020-06-30 | $18M | 250k | 73.47 |
| 2020-03-31 | $19M | 314k | 60.43 |
| 2019-12-31 | $10M | 130k | 76.88 |
| 2019-09-30 | $8.3M | 117k | 71.02 |
| 2019-06-30 | $8.2M | 117k | 70.53 |
| 2019-03-31 | $6.4M | 93k | 68.05 |
| 2018-12-31 | $5.2M | 87k | 59.93 |
| 2018-09-30 | $7.5M | 106k | 70.39 |
| 2018-06-30 | $4.9M | 75k | 65.99 |
| 2018-03-31 | $3.6M | 56k | 63.79 |
| 2017-12-31 | $3.3M | 51k | 64.51 |
| 2017-09-30 | $3.1M | 50k | 60.91 |
| 2017-06-30 | $1.6M | 27k | 58.47 |
| 2017-03-31 | $1.9M | 33k | 57.05 |
| 2016-12-31 | $2.1M | 40k | 54.19 |
| 2016-09-30 | $1.7M | 33k | 52.31 |
| 2016-06-30 | $346k | 6.9k | 50.23 |
| 2016-03-31 | $278k | 5.6k | 49.23 |
| 2015-12-31 | $568k | 12k | 49.00 |
| 2015-09-30 | $513k | 11k | 46.34 |
| 2015-06-30 | $556k | 11k | 50.23 |
| 2015-03-31 | $559k | 11k | 50.50 |
| 2014-12-31 | $547k | 11k | 49.86 |
| 2014-09-30 | $5.0k | 98 | 51.02 |
| 2014-06-30 | $20k | 427 | 46.84 |
| 2014-03-31 | $9.0k | 202 | 44.55 |
| 2013-12-31 | $3.0k | 77 | 38.96 |