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Schwab Strategic Tr us aggregate b shares owned by Creative Planning

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Schwab Strategic Tr us aggregate b

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All positions including Schwab Strategic Tr us aggregate b 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 aggregate b by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.4M 198k 47.52
2024-06-30 $8.8M 192k 45.58
2024-03-31 $9.1M 198k 46.00
2023-12-31 $10M 216k 46.62
2023-09-30 $13M 282k 44.23
2023-06-30 $12M 253k 46.16
2023-03-31 $12M 256k 46.91
2022-12-31 $13M 283k 45.65
2022-09-30 $19M 419k 45.31
2022-06-30 $35M 726k 47.87
2022-03-31 $57M 1.1M 50.57
2021-12-31 $20M 365k 53.90
2021-09-30 $21M 384k 54.26
2021-06-30 $20M 362k 54.60
2021-03-31 $23M 417k 53.95
2020-12-31 $24M 427k 56.03
2020-09-30 $21M 370k 56.08
2020-06-30 $22M 389k 56.24
2020-03-31 $24M 441k 54.27
2019-12-31 $28M 520k 53.43
2019-09-30 $29M 530k 53.85
2019-06-30 $25M 472k 53.00
2019-03-31 $22M 417k 51.88
2018-12-31 $19M 365k 50.59
2018-09-30 $17M 336k 50.25
2018-06-30 $15M 305k 50.64
2018-03-31 $14M 269k 51.02
2017-12-31 $11M 206k 52.04
2017-09-30 $8.8M 169k 52.36
2017-06-30 $7.7M 148k 52.25
2017-03-31 $5.2M 100k 51.79
2016-12-31 $3.9M 76k 51.50
2016-09-30 $2.8M 52k 53.68
2016-06-30 $841k 16k 53.70
2016-03-31 $271k 5.1k 52.89
2015-12-31 $4.0k 77 51.95
2015-09-30 $52k 988 52.63
2015-03-31 $4.0k 77 51.95
2014-12-31 $6.0k 119 50.42
2014-09-30 $6.0k 119 50.42
2014-06-30 $4.0k 77 51.95

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)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding Schwab Strategic Tr us aggregate b

Jpmorgan Chase & Co
Honkamp Krueger Financial Services
Charles Schwab Trust
Rockbridge Investment Management, LCC
Financial Engines Advisors L.L.C
Envestnet Asset Management
Wealth Enhancement Advisory Services
Goldman Sachs Group
Total Wealth Planning
Resources Investment Advisors
McAdam
HighTower Advisors
Theory Financial
Kohmann Bosshard Financial Services
YCMNET Advisors

View all funds holding Schwab Strategic Tr us aggregate b