Position history for Creative Planning's holdings in SCHWAB STRATEGIC TR
Creative Planning holds 83.8M shares of SCHX (SCHWAB STRATEGIC TR), worth $2.3B as of 2025-Q4. The position was increased (++3.8% shares). SCHX represents 1.6% of Creative Planning's portfolio.
Current Value
$2.3B
Current Shares
83.8M
Total Value Change
+$442.9M
Total Shares Change
+55.6M
Other major holders of SCHX: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Increased |
| 83.8M |
+3.8% |
| $2.3B |
| 1.6% |
| $27.12 |
52 |
| 2025-Q3 | Decreased | 80.7M | -1.0% | $2.1B | 1.6% | $26.19 | 0 |
| 2025-Q2 | Decreased | 81.6M | -1.3% | $2B | 1.7% | $24.19 | 0 |
| 2025-Q1 | Increased | 82.7M | +0.2% | $1.8B | 1.7% | $21.77 | 50 |
| 2024-Q4 | Increased | 82.5M | +195.4% | $1.9B | 1.9% | $23.00 | 81 |
| 2024-Q3 | Decreased | 27.9M | -1.0% | $1.9B | 1.9% | $22.20 | 0 |
| 2024-Q2 | Decreased | 28.2M | -0.5% | $1.8B | 1.9% | $21.03 | 0 |