How many shares of SCHZ does Creative Planning own?

As of 2026-Q2, Creative Planning holds 976,364 shares of SCHZ (SCHWAB US AGGREGATE BOND ETF).

What is Creative Planning's SCHZ position worth?

As of 2026-Q2, Creative Planning's SCHZ position is worth $22.6M.

In 2026-Q2, Creative Planning increased their SCHZ position (+5.1% change in shares).

Based on available 13F filings, Creative Planning first reported a position in SCHZ in 2018-Q4. They have held the position across 31 quarters.

Position history for Creative Planning's holdings in SCHWAB US AGGREGATE BOND ETF

Current Value

$22.6M

Current Shares

976,364

Total Value Change

+$4.1M

Total Shares Change

+611,154

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	976,364	+5.1%	$22.6M	0.0%	$22.96	30
2026-Q1	Decreased	928,751	-2.5%	$21.6M	0.0%	$22.81	0
2025-Q4	Increased	953,057	+121.8%	$22.3M	0.0%	$22.80	46
2025-Q3	Increased	429,757	+0.1%	$10.1M	0.0%	$22.60	28
2025-Q2	Increased	429,252	+6.0%	$10M	0.0%	$22.15	29
2025-Q1	Decreased	404,995	-3.0%	$9.4M	0.0%	$21.85	0
2024-Q4	Increased	417,618	+111.3%	$9.5M	0.0%	$21.26	45
2024-Q3	Increased	197,671	+3.0%	$9.4M	0.0%	$21.97	28
2024-Q2	Decreased	192,011	-2.9%	$8.8M	0.0%	$20.87	0
2024-Q1	Decreased	197,821	-8.2%	$9.1M	0.0%	$20.85	0
2023-Q4	Decreased	215,526	-23.5%	$10M	0.0%	$21.00	0
2023-Q3	Increased	281,586	+11.5%	$12.5M	0.0%	$19.68	31
2023-Q2	Decreased	252,573	-1.4%	$11.7M	0.0%	$20.37	0
2023-Q1	Decreased	256,042	-9.7%	$12M	0.0%	$20.54	0
2022-Q4	Decreased	283,409	-32.4%	$12.9M	0.0%	$19.89	0
2022-Q3	Decreased	419,167	-42.2%	$19M	0.0%	$19.56	0
2022-Q2	Decreased	725,666	-35.1%	$34.7M	0.1%	$20.53	0
2022-Q1	Increased	1.1M	+206.1%	$56.5M	0.1%	$21.56	47
2021-Q4	Decreased	365,253	-4.8%	$19.7M	0.0%	$22.90	0
2021-Q3	Increased	383,688	+6.1%	$20.8M	0.0%	$22.89	30
2021-Q2	Decreased	361,530	-13.4%	$19.7M	0.0%	$22.92	0
2021-Q1	Decreased	417,287	-2.3%	$22.5M	0.0%	$22.52	0
2020-Q4	Increased	427,222	+15.6%	$23.9M	0.1%	$23.30	33
2020-Q3	Decreased	369,693	-4.9%	$20.7M	0.1%	$23.14	0
2020-Q2	Decreased	388,712	-11.9%	$21.9M	0.1%	$23.07	0
2020-Q1	Decreased	441,369	-15.1%	$24M	0.1%	$22.12	0
2019-Q4	Decreased	519,791	-2.0%	$27.8M	0.1%	$21.68	0
2019-Q3	Increased	530,287	+12.4%	$28.6M	0.1%	$21.66	32
2019-Q2	Increased	471,897	+13.2%	$25M	0.1%	$21.17	32
2019-Q1	Increased	417,005	+14.2%	$21.6M	0.1%	$20.57	32
2018-Q4	New	365,210	-	$18.5M	0.1%	$19.96	39