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Creative Planning
Creative Planning
SMBS3 quarters
Position history for Creative Planning's holdings in SCHWAB MBS ETF
Creative Planning holds 25,482 shares of SMBS (SCHWAB MBS ETF), worth $647,752 as of 2026-Q2. The position was decreased (-14.6% shares). SMBS represents 0.0% of Creative Planning's portfolio.
Current Value
$647,752
Current Shares
25,482
Total Value Change
+$363,889
Total Shares Change
+14,426
Quarter-by-Quarter History
Other major holders of SMBS: CHARLES SCHWAB INVESTMENT MANAGEMENT INC