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Schwab Strategic Tr us dividend eq shares owned by Creative Planning

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Schwab Strategic Tr us dividend eq

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All positions including Schwab Strategic Tr us dividend eq held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $113M 1.3M 84.53
2024-06-30 $102M 1.3M 77.76
2024-03-31 $105M 1.3M 80.63
2023-12-31 $96M 1.3M 76.13
2023-09-30 $96M 1.4M 70.76
2023-06-30 $91M 1.3M 72.62
2023-03-31 $113M 1.5M 73.16
2022-12-31 $110M 1.5M 75.54
2022-09-30 $75M 1.1M 66.43
2022-06-30 $70M 978k 71.63
2022-03-31 $26M 329k 78.89
2021-12-31 $18M 222k 80.83
2021-09-30 $20M 266k 74.24
2021-06-30 $16M 206k 75.62
2021-03-31 $14M 190k 72.92
2020-12-31 $13M 197k 64.14
2020-09-30 $9.1M 164k 55.30
2020-06-30 $3.9M 76k 51.75
2020-03-31 $3.3M 73k 44.98
2019-12-31 $2.8M 49k 57.93
2019-09-30 $1.8M 32k 54.79
2019-06-30 $1.8M 34k 53.08
2019-03-31 $1.6M 30k 52.29
2018-12-31 $1.6M 33k 46.97
2018-09-30 $2.6M 49k 53.00
2018-06-30 $1.3M 26k 49.30
2018-03-31 $1.4M 28k 49.03
2017-12-31 $1.0M 20k 51.19
2017-09-30 $1.5M 32k 46.81
2017-06-30 $985k 22k 45.10
2017-03-31 $1.9M 42k 44.58
2016-12-31 $1.5M 34k 43.56
2016-09-30 $999k 24k 42.33
2016-06-30 $121k 2.9k 41.28
2016-03-31 $111k 2.8k 40.12
2015-12-31 $98k 2.5k 38.70
2015-09-30 $87k 2.4k 36.16
2015-03-31 $60k 1.5k 39.19
2014-12-31 $69k 1.7k 39.59
2014-09-30 $23k 606 37.95
2014-06-30 $23k 606 37.95
2014-03-31 $22k 606 36.30
2013-12-31 $45k 1.2k 36.29
2013-09-30 $35k 1.0k 33.59
2013-06-30 $54k 1.6k 32.89
2012-12-31 $14k 506 27.67
2012-09-30 $15k 506 29.64
2012-06-30 $6.0k 217 27.65

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)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
Morgan Stanley
Sumitomo Life Insurance
H D Vest Advisory Services
Bank of America Corporation
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Sontag Advisory
Wealthfront Advisers
Commonwealth Equity Services
Orgel Wealth Management
Wells Fargo & Company
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq