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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Quarterly reported holdings in Schwab Strategic Tr intrm trm by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
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