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Showing 8 of 31 quarters

Position history for Creative PlanningCreative Planning's holdings in SCHWAB FNDMNTL US SM CO ETF

Creative Planning holds 485,593 shares of FNDA (SCHWAB FNDMNTL US SM CO ETF), worth $18.5M as of 2026-Q2. The position was increased (+10.5% shares). FNDA represents 0.0% of Creative Planning's portfolio.

Current Value

$18.5M

Current Shares

485,593

Total Value Change

+$10.2M

Total Shares Change

+346,495

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
485,593
+10.5%
$18.5M0.0%$38.06
31
2026-Q1
Increased
439,362
+19.7%
$14.2M0.0%$34.19
33
2025-Q4
Increased
367,138
+16.9%
$11.6M0.0%$31.86
32
2025-Q3
Increased
313,923
+4.1%
$9.8M0.0%$30.99
29
2025-Q2
Increased
301,628
+0.0%
$8.6M0.0%$28.45
27
2025-Q1
Increased
301,569
+7.3%
$8.3M0.0%$27.05
30
2024-Q4
Increased
281,087
+102.1%
$8.3M0.0%$29.21
44
2024-Q3
Increased
139,098
+3.1%
$8.3M0.0%$29.20
28

Other major holders of FNDA: CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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