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Schwab Strategic Tr intrm trm shares owned by Creative Planning

Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Schwab Strategic Tr intrm trm

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All positions including Schwab Strategic Tr intrm trm 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 intrm trm by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $36M 704k 50.60
2024-06-30 $40M 812k 48.77
2024-03-31 $63M 1.3M 49.05
2023-12-31 $79M 1.6M 49.72
2023-09-30 $77M 1.6M 47.94
2023-06-30 $18M 358k 49.28
2023-03-31 $18M 365k 50.43
2022-12-31 $8.7M 177k 49.23
2022-09-30 $9.0M 184k 49.14
2022-06-30 $11M 203k 51.60
2022-03-31 $13M 244k 53.25
2021-12-31 $18M 324k 56.14
2021-09-30 $21M 376k 56.71
2021-06-30 $20M 352k 56.87
2021-03-31 $22M 385k 56.41
2020-12-31 $24M 413k 58.22
2020-09-30 $483k 8.2k 58.67
2020-06-30 $658k 11k 58.76
2020-03-31 $601k 10k 58.77
2019-12-31 $542k 9.9k 54.93
2019-09-30 $589k 11k 55.59
2019-06-30 $218k 4.0k 54.90
2019-03-31 $262k 4.9k 53.85
2018-09-30 $446k 8.6k 51.85
2018-06-30 $380k 7.3k 52.33
2018-03-31 $319k 6.1k 52.60
2017-12-31 $375k 7.0k 53.34
2017-09-30 $416k 7.7k 53.98
2017-06-30 $418k 7.7k 54.01
2017-03-31 $470k 8.8k 53.57
2016-12-31 $724k 14k 53.36
2016-09-30 $17k 303 56.11
2016-06-30 $6.0k 105 57.14
2016-03-31 $2.0k 28 71.43
2014-12-31 $49k 913 53.67
2014-09-30 $8.0k 159 50.31

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 intrm trm

Charles Schwab Investment Management
Royal Bank of Canada
Ameriprise Financial
Bank of America Corporation
Stifel Financial
Cornerstone Wealth Advisors
Pacific Sage Partners
Streettalk Advisors
Jane Street
Resonant Capital Advisors
Crane Advisory
Wealth Enhancement Advisory Services
Intelligence Driven Advisers
State Street Corporation
West Coast Financial

View all funds holding Schwab Strategic Tr intrm trm