Schwab Strategic Tr cmn shares owned by Creative Planning
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $21M | 255k | 80.39 |
| 2024-06-30 | $20M | 271k | 74.10 |
| 2024-03-31 | $21M | 275k | 76.00 |
| 2023-12-31 | $20M | 277k | 70.12 |
| 2023-09-30 | $19M | 288k | 64.47 |
| 2023-06-30 | $19M | 283k | 67.10 |
| 2023-03-31 | $20M | 299k | 65.58 |
| 2022-12-31 | $28M | 422k | 66.02 |
| 2022-09-30 | $14M | 247k | 58.51 |
| 2022-06-30 | $16M | 252k | 62.42 |
| 2022-03-31 | $18M | 249k | 71.39 |
| 2021-12-31 | $12M | 159k | 73.22 |
| 2021-09-30 | $14M | 200k | 67.48 |
| 2021-06-30 | $11M | 161k | 68.37 |
| 2021-03-31 | $11M | 163k | 65.28 |
| 2020-12-31 | $10M | 168k | 59.53 |
| 2020-09-30 | $8.5M | 162k | 52.19 |
| 2020-06-30 | $4.9M | 98k | 50.11 |
| 2020-03-31 | $1.2M | 28k | 44.26 |
| 2019-12-31 | $1.9M | 31k | 60.12 |
| 2019-09-30 | $1.5M | 27k | 56.71 |
| 2019-06-30 | $1.5M | 27k | 56.14 |
| 2019-03-31 | $1.1M | 20k | 54.75 |
| 2018-12-31 | $1.0M | 21k | 49.27 |
| 2018-09-30 | $1.5M | 27k | 56.06 |
| 2018-06-30 | $1.2M | 23k | 53.13 |
| 2018-03-31 | $1.2M | 23k | 52.84 |
| 2017-12-31 | $1.2M | 21k | 54.65 |
| 2017-09-30 | $1.2M | 24k | 51.81 |
| 2017-06-30 | $1.8M | 36k | 50.20 |
| 2017-03-31 | $1.8M | 35k | 49.67 |
| 2016-12-31 | $1.9M | 39k | 48.09 |
| 2016-09-30 | $695k | 15k | 45.54 |
| 2016-06-30 | $565k | 13k | 44.76 |
| 2016-03-31 | $524k | 12k | 43.19 |
| 2015-12-31 | $524k | 12k | 42.46 |
| 2015-09-30 | $506k | 13k | 39.85 |
| 2015-06-30 | $532k | 12k | 43.04 |
| 2015-03-31 | $535k | 12k | 43.28 |
| 2014-12-31 | $545k | 12k | 44.09 |
| 2014-09-30 | $16k | 376 | 42.55 |
| 2014-06-30 | $6.0k | 137 | 43.80 |
| 2014-03-31 | $6.0k | 137 | 43.80 |
| 2013-12-31 | $6.0k | 137 | 43.80 |