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Creative Planning
Creative Planning
SMBS3 quarters
Position history for Creative Planning's holdings in SCHWAB STRATEGIC TR
Yes. Creative Planning holds 25,482 shares of SMBS, worth $647,752, as of its Q2 2026 13F filing. It reduced the position by 4,347 shares (-14.6%) from Q1 2026. Creative Planning has held SMBS since Q4 2025, across 3 quarterly 13F filings.
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