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SCHBSCHB
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Position history for Creative PlanningCreative Planning's holdings in SCHWAB STRATEGIC TR

Creative Planning holds 3.3M shares of SCHB (SCHWAB STRATEGIC TR), worth $95.6M as of 2026-Q2. The position was increased (+3.2% shares). SCHB represents 0.1% of Creative Planning's portfolio.

Current Value

$95.6M

Current Shares

3.3M

Total Value Change

+$50M

Total Shares Change

+2.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
3.3M
+3.2%
$95.6M0.1%$28.96
31
2026-Q1
Decreased
3.2M
-16.0%
$80.2M0.1%$26.25
0
2025-Q4
Increased
3.8M
+69.2%
$99.9M0.1%$26.44
44
2025-Q3
Increased
2.3M
+0.6%
$57.8M0.0%$25.55
30
2025-Q2
Increased
2.2M
+6.5%
$53.3M0.0%$23.57
31
2025-Q1
Increased
2.1M
+0.6%
$45.2M0.0%$21.25
29
2024-Q4
Increased
2.1M
+204.9%
$47.4M0.0%$22.51
47
2024-Q3
Increased
684,684
+0.7%
$45.5M0.0%$21.74
29

Other major holders of SCHB: Wealthfront Advisers LLC, UBS Group AG

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