Back to Creative Planning Creative Planning

SCHKSCHK
22 quarters

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

Creative Planning holds 3.9M shares of SCHK (SCHWAB STRATEGIC TR), worth $138.9M as of 2026-Q2. The position was decreased (-1.2% shares). SCHK represents 0.1% of Creative Planning's 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%$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
2024-Q1
Increased
42,445
+18.3%
$2.2M0.0%$24.80
30
2023-Q4
Decreased
35,866
-1.3%
$1.7M0.0%$22.48
0
2023-Q3
Increased
36,347
+21.0%
$1.5M0.0%$20.07
31
2023-Q2
Increased
30,043
+19.0%
$1.3M0.0%$20.47
30
2023-Q1
Decreased
25,250
-29.4%
$998,6210.0%$18.80
0
2022-Q4
Decreased
35,752
-10.3%
$1.3M0.0%$17.75
0
2022-Q3
Increased
39,843
+30.5%
$1.4M0.0%$16.79
32
2022-Q2
Increased
30,524
+191.1%
$1.1M0.0%$17.54
41
2022-Q1
Increased
10,485
+6.2%
$462,0000.0%$21.20
26
2021-Q4
Increased
9,873
+74.5%
$460,0000.0%$22.12
36
2021-Q3
Decreased
5,659
-39.8%
$241,0000.0%$20.31
0
2021-Q2
Increased
9,404
+85.3%
$401,0000.0%$20.05
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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