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SCHXSCHX
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Position history for Creative PlanningCreative Planning's holdings in SCHWAB US LARGE-CAP ETF

Creative Planning holds 81.5M shares of SCHX (SCHWAB US LARGE-CAP ETF), worth $2.4B as of 2026-Q2. The position was decreased (-0.9% shares). SCHX represents 1.4% of Creative Planning's portfolio.

Current Value

$2.4B

Current Shares

81.5M

Total Value Change

+$504.6M

Total Shares Change

+53.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
81.5M
-0.9%
$2.4B1.4%$29.43
0
2026-Q1
Decreased
82.3M
-1.8%
$2.1B1.4%$25.57
0
2025-Q4
Increased
83.8M
+3.8%
$2.3B1.6%$26.76
52
2025-Q3
Decreased
80.7M
-1.0%
$2.1B1.6%$26.12
0
2025-Q2
Decreased
81.6M
-1.3%
$2B1.7%$24.17
0
2025-Q1
Increased
82.7M
+0.2%
$1.8B1.7%$21.77
50
2024-Q4
Increased
82.5M
+195.4%
$1.9B1.9%$22.79
81
2024-Q3
Decreased
27.9M
-1.0%
$1.9B1.9%$22.16
0

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

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