Charles Schwab Corporation shares owned by Creative Planning
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $66M | 690k | 95.47 |
| 2025-06-30 | $48M | 528k | 91.24 |
| 2025-03-31 | $43M | 549k | 78.28 |
| 2024-12-31 | $40M | 534k | 74.01 |
| 2024-09-30 | $33M | 511k | 64.81 |
| 2024-06-30 | $32M | 432k | 73.69 |
| 2024-03-31 | $31M | 433k | 72.34 |
| 2023-12-31 | $32k | 445k | 0.07 |
| 2023-09-30 | $23M | 421k | 54.90 |
| 2023-06-30 | $24M | 416k | 56.68 |
| 2023-03-31 | $21M | 394k | 52.38 |
| 2022-12-31 | $29M | 344k | 83.26 |
| 2022-09-30 | $25M | 345k | 71.87 |
| 2022-06-30 | $90M | 1.4M | 63.18 |
| 2022-03-31 | $2.8M | 1.4M | 2.00 |
| 2021-12-31 | $116M | 1.4M | 84.10 |
| 2021-09-30 | $100M | 1.4M | 72.84 |
| 2021-06-30 | $98M | 1.3M | 72.81 |
| 2021-03-31 | $88M | 1.3M | 65.18 |
| 2020-12-31 | $72M | 1.4M | 53.04 |
| 2020-09-30 | $2.9M | 80k | 36.23 |
| 2020-06-30 | $2.7M | 81k | 33.75 |
| 2020-03-31 | $2.6M | 76k | 33.62 |
| 2019-12-31 | $4.8M | 102k | 47.56 |
| 2019-09-30 | $3.5M | 83k | 41.83 |
| 2019-06-30 | $3.5M | 87k | 40.19 |
| 2019-03-31 | $4.6M | 107k | 42.76 |
| 2018-12-31 | $3.8M | 91k | 41.53 |
| 2018-09-30 | $3.1M | 63k | 49.14 |
| 2018-06-30 | $3.1M | 61k | 51.09 |
| 2018-03-31 | $3.0M | 57k | 52.22 |
| 2017-12-31 | $2.8M | 55k | 51.38 |
| 2017-09-30 | $2.4M | 56k | 43.74 |
| 2017-06-30 | $2.1M | 49k | 42.97 |
| 2017-03-31 | $2.0M | 49k | 40.82 |
| 2016-12-31 | $1.8M | 46k | 39.48 |
| 2016-09-30 | $949k | 30k | 31.57 |
| 2016-06-30 | $484k | 19k | 25.31 |
| 2016-03-31 | $383k | 14k | 28.04 |
| 2015-12-31 | $435k | 13k | 32.96 |
| 2015-09-30 | $320k | 11k | 28.57 |
| 2015-06-30 | $333k | 10k | 32.62 |
| 2015-03-31 | $312k | 10k | 30.42 |
| 2014-12-31 | $285k | 9.4k | 30.22 |
| 2014-09-30 | $253k | 8.6k | 29.37 |
| 2014-06-30 | $94k | 3.5k | 26.79 |
| 2014-03-31 | $93k | 3.4k | 27.24 |
| 2013-12-31 | $75k | 2.9k | 25.90 |
| 2013-09-30 | $79k | 3.7k | 21.10 |
| 2013-06-30 | $57k | 2.7k | 21.06 |
| 2012-12-31 | $65k | 4.5k | 14.43 |
| 2012-09-30 | $45k | 3.5k | 12.68 |
| 2012-06-30 | $48k | 3.7k | 12.87 |
| 2011-12-31 | $21k | 1.9k | 11.31 |