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SCHK
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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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
3.9M
+24.4%
$122.2M0.1%$32.77
37
2025-Q4
Increased
3.1M
+0.0%
$102.8M0.1%$33.06
30
2025-Q3
Increased
3.1M
+1.3%
$100.6M0.1%$31.91
30
2025-Q2
Increased
3.1M
+262.0%
$92.2M0.1%$29.50
48
2025-Q1
Increased
854,195
+657.7%
$23M0.0%$26.53
46
2024-Q4
Increased
112,736
+119.2%
$3.2M0.0%$28.08
43
2024-Q3
Increased
51,423
+5.5%
$2.8M0.0%$27.12
28
2024-Q2
Increased
48,746
+14.8%
$2.6M0.0%$25.70
30

Other major holders of SCHK: Financial Engines Advisors L.L.C.

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