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Schwab Strategic Tr sht tm us tres shares owned by Creative Planning

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Schwab Strategic Tr sht tm us tres

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All positions including Schwab Strategic Tr sht tm us tres 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 sht tm us tres by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 245k 48.98
2024-06-30 $12M 249k 48.13
2024-03-31 $13M 262k 48.21
2023-12-31 $13M 277k 48.45
2023-09-30 $14M 290k 47.89
2023-06-30 $15M 314k 48.06
2023-03-31 $19M 383k 48.79
2022-12-31 $15M 303k 48.24
2022-09-30 $16M 324k 48.26
2022-06-30 $16M 332k 49.19
2022-03-31 $14M 284k 49.54
2021-12-31 $2.1M 41k 50.86
2021-09-30 $3.2M 63k 51.19
2021-06-30 $2.3M 46k 51.22
2021-03-31 $2.7M 53k 51.31
2020-12-31 $2.9M 57k 51.40
2020-09-30 $1.4M 27k 51.49
2020-06-30 $744k 14k 51.62
2020-03-31 $1.0M 20k 51.73
2019-12-31 $1.8M 36k 50.47
2019-09-30 $2.0M 40k 50.59
2019-06-30 $2.4M 47k 50.59
2019-03-31 $211k 4.2k 50.19
2018-06-30 $212k 4.3k 49.73
2017-06-30 $151k 3.0k 50.50
2017-03-31 $166k 3.3k 50.58
2016-12-31 $166k 3.3k 50.46
2016-09-30 $167k 3.3k 50.76
2016-06-30 $51k 1.0k 51.00
2016-03-31 $51k 1.0k 51.00
2015-12-31 $8.0k 150 53.33
2015-09-30 $1.0k 21 47.62
2014-12-31 $15k 300 50.00
2012-06-30 $8.0k 149 53.69
2011-12-31 $8.0k 149 53.69

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 sht tm us tres

Bank of America Corporation
Jpmorgan Chase & Co
Jane Street
Sei Investments
Stifel Financial
Envestnet Asset Management
Wealthfront Advisers
Morningstar Investment Management
LPL Financial
State Street Corporation
Morgan Stanley
Renaissance Technologies
Pnc Financial Services
SCS Capital Management
MCF Advisors

View all funds holding Schwab Strategic Tr sht tm us tres