Back to Creative Planning Creative Planning

SCHCSCHC
Showing 8 of 31 quarters

Position history for Creative PlanningCreative Planning's holdings in SCHWAB INTL SMALL-CAP EQUITY

Creative Planning holds 2.8M shares of SCHC (SCHWAB INTL SMALL-CAP EQUITY), worth $136.1M as of 2026-Q2. The position was decreased (-3.7% shares). SCHC represents 0.1% of Creative Planning's portfolio.

Current Value

$136.1M

Current Shares

2.8M

Total Value Change

+$83.5M

Total Shares Change

+1.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
2.8M
-3.7%
$136.1M0.1%$48.12
0
2026-Q1
Increased
2.9M
+134.2%
$137.4M0.1%$49.02
49
2025-Q4
Increased
1.3M
+1.8%
$57.1M0.0%$45.74
30
2025-Q3
Decreased
1.2M
-0.0%
$56.1M0.0%$43.77
0
2025-Q2
Decreased
1.2M
-5.4%
$52.5M0.0%$40.83
0
2025-Q1
Decreased
1.3M
-1.5%
$46.8M0.0%$34.85
0
2024-Q4
Decreased
1.3M
-3.2%
$45.4M0.0%$32.97
0
2024-Q3
Decreased
1.4M
-1.9%
$52.7M0.1%$36.03
0

Other major holders of SCHC: CHARLES SCHWAB INVESTMENT MANAGEMENT INC, Corient Private Wealth LP, TIAA TRUST, NATIONAL ASSOCIATION, Savant Capital, LLC, PNC FINANCIAL SERVICES GROUP, INC.

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used