Schwab Charles Family shares owned by Creative Planning
Quarter-by-quarter ownership of Schwab Charles Family (SCTXX) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Schwab Charles Family
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All positions including Schwab Charles Family held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab Charles Family by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $8.1M | 8.1M | 1.00 |
| 2023-09-30 | $2.4M | 2.4M | 1.00 |
| 2023-06-30 | $1.0M | 1.0M | 1.00 |
| 2023-03-31 | $1.6M | 1.6M | 1.00 |
| 2022-09-30 | $4.0M | 4.0M | 1.00 |
| 2022-06-30 | $4.0M | 4.0M | 1.00 |