Position history for Creative Planning's holdings in SCHWAB STRATEGIC TR
Creative Planning holds 18.9M shares of SCHE (SCHWAB STRATEGIC TR), worth $619.2M as of 2025-Q4. The position was decreased (-1.1% shares). SCHE represents 0.4% of Creative Planning's portfolio.
Current Value
$619.2M
Current Shares
18.9M
Total Value Change
+$31.2M
Total Shares Change
-3.2M
Other major holders of SCHE: XPONANCE LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Decreased |
| 18.9M |
-1.1% |
| $619.2M |
| 0.4% |
| $32.77 |
0 |
| 2025-Q3 | Decreased | 19.1M | -2.0% | $638.2M | 0.5% | $32.33 | 0 |
| 2025-Q2 | Decreased | 19.5M | -2.8% | $588.5M | 0.5% | $29.30 | 0 |
| 2025-Q1 | Decreased | 20.1M | -1.7% | $553.6M | 0.5% | $26.83 | 0 |
| 2024-Q4 | Decreased | 20.4M | -3.7% | $544.2M | 0.5% | $25.98 | 0 |
| 2024-Q3 | Decreased | 21.2M | -4.1% | $619.4M | 0.6% | $27.87 | 0 |
| 2024-Q2 | Decreased | 22.1M | -5.2% | $588M | 0.6% | $25.10 | 0 |