Question 1

How many shares of SCHM does Creative Planning own?

Accepted Answer

As of 2026-Q2, Creative Planning holds 29M shares of SCHM (SCHWAB US MID CAP ETF).

Question 2

What is Creative Planning's SCHM position worth?

Accepted Answer

As of 2026-Q2, Creative Planning's SCHM position is worth $1.1B.

Question 3

Is Creative Planning buying or selling SCHM?

Accepted Answer

In 2026-Q2, Creative Planning decreased their SCHM position (-1.4% change in shares).

Question 4

When did Creative Planning first buy SCHM?

Accepted Answer

Based on available 13F filings, Creative Planning first reported a position in SCHM in 2024-Q3. They have held the position across 31 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	29M	-1.4%	$1.1B	0.6%	$36.87	0
2026-Q1	Decreased	29.4M	-3.3%	$911.2M	0.6%	$32.49	0
2025-Q4	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

SCHMShowing 8 of 31 quarters

SCHM
Showing 8 of 31 quarters