Position history for Creative Planning's holdings in SCHWAB STRATEGIC TR
Creative Planning holds 3.9M shares of SCHK (SCHWAB STRATEGIC TR), worth $122.2M as of 2026-Q1. The position was increased (+24.4% shares). SCHK represents 0.1% of Creative Planning's portfolio.
Current Value
$122.2M
Current Shares
3.9M
Total Value Change
+$119.6M
Total Shares Change
+3.9M
Other major holders of SCHK: Financial Engines Advisors L.L.C.
Increased |
| 3.9M |
+24.4% |
| $122.2M |
| 0.1% |
| $32.77 |
37 |
| 2025-Q4 | Increased | 3.1M | +0.0% | $102.8M | 0.1% | $33.06 | 30 |
| 2025-Q3 | Increased | 3.1M | +1.3% | $100.6M | 0.1% | $31.91 | 30 |
| 2025-Q2 | Increased | 3.1M | +262.0% | $92.2M | 0.1% | $29.50 | 48 |
| 2025-Q1 | Increased | 854,195 | +657.7% | $23M | 0.0% | $26.53 | 46 |
| 2024-Q4 | Increased | 112,736 | +119.2% | $3.2M | 0.0% | $28.08 | 43 |
| 2024-Q3 | Increased | 51,423 | +5.5% | $2.8M | 0.0% | $27.12 | 28 |
| 2024-Q2 | Increased | 48,746 | +14.8% | $2.6M | 0.0% | $25.70 | 30 |