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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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 430k | 23.47 |
| 2025-06-30 | $10M | 429k | 23.24 |
| 2025-03-31 | $9.4M | 405k | 23.16 |
| 2024-12-31 | $9.5M | 418k | 22.70 |
| 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 |
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