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SCHKSCHK
22 quarters

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

Yes. Creative Planning holds 3,852,974 shares of SCHK, worth $138.9M, as of its Q2 2026 13F filing. It reduced the position by 46,174 shares (-1.2%) from Q1 2026. Creative Planning has held SCHK since Q1 2021, across 22 quarterly 13F filings. SCHK is 0.1% of Creative Planning's reported 13F portfolio.

Current Value

$138.9M

Current Shares

3.9M

Total Value Change

+$138.7M

Total Shares Change

+3.8M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
3.9M
-1.2%
$138.9M0.1%$36.06
0
2026-Q1
Increased
3.9M
+24.4%
$122.2M0.1%$31.25
37
2025-Q4
Increased
3.1M
+0.0%
$102.8M0.1%$32.62
30
2025-Q3
Increased
3.1M
+1.3%
$100.6M0.1%$31.85
30
2025-Q2
Increased
3.1M
+262.0%
$92.2M0.1%$29.48
48
2025-Q1
Increased
854,195
+657.7%
$23M0.0%$26.54
46
2024-Q4
Increased
112,736
+119.2%
$3.2M0.0%$27.83
43
2024-Q3
Increased
51,423
+5.5%
$2.8M0.0%$27.08
28
2024-Q2
Increased
48,746
+14.8%
$2.6M0.0%$25.56
30
2024-Q1
Increased
42,445
+18.3%
$2.2M0.0%$24.67
30
2023-Q4
Decreased
35,866
-1.3%
$1.7M0.0%$22.35
0
2023-Q3
Increased
36,347
+21.0%
$1.5M0.0%$19.96
31
2023-Q2
Increased
30,043
+19.0%
$1.3M0.0%$20.61
30
2023-Q1
Decreased
25,250
-29.4%
$998,6210.0%$18.98
0
2022-Q4
Decreased
35,752
-10.3%
$1.3M0.0%$17.65
0
2022-Q3
Increased
39,843
+30.5%
$1.4M0.0%$16.47
32
2022-Q2
Increased
30,524
+191.1%
$1.1M0.0%$17.28
41
2022-Q1
Increased
10,485
+6.2%
$462,0000.0%$20.79
26
2021-Q4
Increased
9,873
+74.5%
$460,0000.0%$21.93
36
2021-Q3
Decreased
5,659
-39.8%
$241,0000.0%$19.99
0
2021-Q2
Increased
9,404
+85.3%
$401,0000.0%$19.95
37
2021-Q1
New
5,076
-
$200,0000.0%$18.38
32

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

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