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SCHM
Showing 8 of 30 quarters

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

Creative Planning holds 29.4M shares of SCHM (SCHWAB STRATEGIC TR), worth $911.2M as of 2026-Q1. The position was decreased (-3.3% shares). SCHM represents 0.6% of Creative Planning's portfolio.

Current Value

$911.2M

Current Shares

29.4M

Total Value Change

+$129.4M

Total Shares Change

+19.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
29.4M
-3.3%
$911.2M0.6%$32.49
0
2025-Q4
Increased
30.4M
+3.1%
$915.2M0.7%$30.38
46
2025-Q3
Decreased
29.5M
-0.3%
$875.2M0.7%$29.49
0
2025-Q2
Increased
29.6M
+2.4%
$830.4M0.7%$27.71
46
2025-Q1
Increased
28.9M
+1.1%
$757.7M0.7%$25.85
45
2024-Q4
Increased
28.6M
+190.9%
$792.4M0.8%$27.25
72
2024-Q3
Decreased
9.8M
-2.1%
$816.8M0.8%$27.17
0
2024-Q2
Decreased
10M
-0.8%
$781.8M0.8%$25.35
0

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

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