Position history for Creative Planning's holdings in SCHWAB STRATEGIC TR
Creative Planning holds 30.4M shares of SCHM (SCHWAB STRATEGIC TR), worth $915.2M as of 2025-Q4. The position was increased (++3.1% shares). SCHM represents 0.7% of Creative Planning's portfolio.
Current Value
$915.2M
Current Shares
30.4M
Total Value Change
+$133.5M
Total Shares Change
+20.4M
Other major holders of SCHM: Kestra Advisory Services, LLC, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Financial Engines Advisors L.L.C.
Increased |
| 30.4M |
+3.1% |
| $915.2M |
| 0.7% |
| $30.38 |
46 |
| 2025-Q3 | Decreased | 29.5M | -0.3% | $875.2M | 0.7% | $29.49 | 0 |
| 2025-Q2 | Increased | 29.6M | +2.4% | $830.4M | 0.7% | $27.71 | 46 |
| 2025-Q1 | Increased | 28.9M | +1.1% | $757.7M | 0.7% | $25.85 | 45 |
| 2024-Q4 | Increased | 28.6M | +190.9% | $792.4M | 0.8% | $27.25 | 72 |
| 2024-Q3 | Decreased | 9.8M | -2.1% | $816.8M | 0.8% | $27.17 | 0 |
| 2024-Q2 | Decreased | 10M | -0.8% | $781.8M | 0.8% | $25.35 | 0 |