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SCHE
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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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
21.8M
+15.1%
$716.9M0.5%$33.61
43
2025-Q4
Decreased
18.9M
-1.1%
$619.2M0.4%$32.77
0
2025-Q3
Decreased
19.1M
-2.0%
$638.2M0.5%$32.33
0
2025-Q2
Decreased
19.5M
-2.8%
$588.5M0.5%$29.30
0
2025-Q1
Decreased
20.1M
-1.7%
$553.6M0.5%$26.83
0
2024-Q4
Decreased
20.4M
-3.7%
$544.2M0.5%$25.98
0
2024-Q3
Decreased
21.2M
-4.1%
$619.4M0.6%$27.87
0
2024-Q2
Decreased
22.1M
-5.2%
$588M0.6%$25.10
0

Other major holders of SCHE: CHARLES SCHWAB INVESTMENT MANAGEMENT INC, Financial Engines Advisors L.L.C.

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