Position history for Creative Planning's holdings in SCHWAB STRATEGIC TR
Creative Planning holds 21.8M shares of SCHE (SCHWAB STRATEGIC TR), worth $716.9M as of 2026-Q1. The position was increased (+15.1% shares). SCHE represents 0.5% of Creative Planning's portfolio.
Current Value
$716.9M
Current Shares
21.8M
Total Value Change
+$129M
Total Shares Change
-379,654
Other major holders of SCHE: XPONANCE LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 21.8M |
+15.1% |
| $716.9M |
| 0.5% |
| $33.61 |
43 |
| 2025-Q4 | 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 |