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

Creative Planning holds 84,322 shares of SCHJ (SCHWAB STRATEGIC TR), worth $2.1M as of 2026-Q2. The position was increased (+9.2% shares). SCHJ represents 0.0% of Creative Planning's portfolio.

Current Value

$2.1M

Current Shares

84,322

Total Value Change

+$1.5M

Total Shares Change

+73,624

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
84,322
+9.2%
$2.1M0.0%$24.47
28
2026-Q1
Increased
77,216
+47.6%
$1.9M0.0%$24.90
35
2025-Q4
Increased
52,300
+95.6%
$1.3M0.0%$24.82
40
2025-Q3
Increased
26,733
+6.1%
$666,8550.0%$24.48
26
2025-Q2
Increased
25,195
+22.6%
$625,0880.0%$24.05
29
2025-Q1
Decreased
20,551
-4.6%
$506,3770.0%$23.66
0
2024-Q4
Increased
21,547
+101.4%
$525,2080.0%$23.21
39
2024-Q3
Increased
10,698
+4.5%
$530,7300.0%$23.34
25

Other major holders of SCHJ: CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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