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

Creative Planning holds 82.3M shares of SCHX (SCHWAB STRATEGIC TR), worth $2.1B as of 2026-Q1. The position was decreased (-1.8% shares). SCHX represents 1.4% of Creative Planning's portfolio.

Current Value

$2.1B

Current Shares

82.3M

Total Value Change

+$296.9M

Total Shares Change

+54.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
82.3M
-1.8%
$2.1B1.4%$26.83
0
2025-Q4
Increased
83.8M
+3.8%
$2.3B1.6%$27.12
52
2025-Q3
Decreased
80.7M
-1.0%
$2.1B1.6%$26.19
0
2025-Q2
Decreased
81.6M
-1.3%
$2B1.7%$24.19
0
2025-Q1
Increased
82.7M
+0.2%
$1.8B1.7%$21.77
50
2024-Q4
Increased
82.5M
+195.4%
$1.9B1.9%$23.00
81
2024-Q3
Decreased
27.9M
-1.0%
$1.9B1.9%$22.20
0
2024-Q2
Decreased
28.2M
-0.5%
$1.8B1.9%$21.03
0

Other major holders of SCHX: CHARLES SCHWAB INVESTMENT MANAGEMENT INC, US BANCORP \DE\

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