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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap etf 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 us lrg cap etf by Creative Planning

Quarter filed Position value Share count Share price at filing
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

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)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Creative Planning

Top funds holding Schwab Strategic Tr us lrg cap etf

Charles Schwab Investment Advisory
Charles Schwab Investment Management
Creative Planning
HPM Partners
HBK Sorce Advisory
Sage Financial
Moneta Group Investment Advisors
Wealth Enhancement Advisory Services
UBS Group
Mercer Global Advisors
Campbell Wealth Management
HighTower Advisors
Henderson Group
Mariner Wealth Advisors
Wealthsource Partners

View all funds holding Schwab Strategic Tr us lrg cap etf