Schwab Strategic Tr us lrg cap etf shares owned by Creative Planning
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Schwab Strategic Tr us lrg cap etf
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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.9B | 28M | 67.85 |
| 2024-06-30 | $1.8B | 28M | 64.25 |
| 2024-03-31 | $1.8B | 28M | 62.06 |
| 2023-12-31 | $1.6B | 29M | 56.40 |
| 2023-09-30 | $1.5B | 29M | 50.60 |
| 2023-06-30 | $1.5B | 29M | 52.37 |
| 2023-03-31 | $1.4B | 29M | 48.37 |
| 2022-12-31 | $1.4B | 31M | 45.15 |
| 2022-09-30 | $1.0B | 25M | 42.35 |
| 2022-06-30 | $671M | 15M | 44.66 |
| 2022-03-31 | $531M | 9.9M | 53.85 |
| 2021-12-31 | $414M | 3.6M | 113.82 |
| 2021-09-30 | $371M | 3.6M | 104.03 |
| 2021-06-30 | $362M | 3.5M | 103.97 |
| 2021-03-31 | $343M | 3.6M | 96.03 |
| 2020-12-31 | $327M | 3.6M | 90.95 |
| 2020-09-30 | $285M | 3.5M | 80.63 |
| 2020-06-30 | $266M | 3.6M | 74.10 |
| 2020-03-31 | $212M | 3.5M | 61.25 |
| 2019-12-31 | $196M | 2.6M | 76.81 |
| 2019-09-30 | $186M | 2.6M | 70.93 |
| 2019-06-30 | $185M | 2.6M | 70.19 |
| 2019-03-31 | $175M | 2.6M | 67.61 |
| 2018-12-31 | $146M | 2.4M | 59.70 |
| 2018-09-30 | $126M | 1.8M | 69.56 |
| 2018-06-30 | $119M | 1.8M | 64.99 |
| 2018-03-31 | $142M | 2.3M | 63.08 |
| 2017-12-31 | $91M | 1.4M | 63.78 |
| 2017-09-30 | $85M | 1.4M | 60.04 |
| 2017-06-30 | $89M | 1.5M | 57.77 |
| 2017-03-31 | $85M | 1.5M | 56.27 |
| 2016-12-31 | $78M | 1.5M | 53.26 |
| 2016-09-30 | $72M | 1.4M | 51.62 |
| 2016-06-30 | $70M | 1.4M | 49.77 |
| 2016-03-31 | $63M | 1.3M | 48.84 |
| 2015-12-31 | $21M | 433k | 48.57 |
| 2015-09-30 | $16M | 353k | 45.76 |
| 2015-06-30 | $902k | 18k | 49.31 |
| 2015-03-31 | $983k | 20k | 49.55 |
| 2014-12-31 | $976k | 20k | 49.06 |
| 2014-09-30 | $269k | 5.7k | 46.98 |
| 2014-06-30 | $123k | 2.6k | 46.88 |
| 2014-03-31 | $25k | 562 | 44.48 |
| 2013-12-31 | $25k | 562 | 44.48 |
| 2012-12-31 | $45k | 1.3k | 33.99 |
| 2012-09-30 | $45k | 1.3k | 33.99 |
| 2012-06-30 | $43k | 1.3k | 32.48 |
| 2011-12-31 | $4.0k | 124 | 32.26 |
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