A detailed history of Creative Planning transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Creative Planning holds 27,919,139 shares of SCHX stock, worth $653 Million. This represents 1.88% of its overall portfolio holdings.

Number of Shares
27,919,139
Previous 28,210,509 1.03%
Holding current value
$653 Million
Previous $1.81 Billion 4.51%
% of portfolio
1.88%
Previous 1.94%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

SELL
$61.11 - $67.85 $17.8 Million - $19.8 Million
-291,370 Reduced 1.03%
27,919,139 $1.89 Billion
Q2 2024

Aug 15, 2024

SELL
$58.7 - $64.78 $7.42 Million - $8.19 Million
-126,450 Reduced 0.45%
28,210,509 $1.81 Billion
Q1 2024

May 10, 2024

SELL
$55.41 - $62.08 $27.6 Million - $31 Million
-498,950 Reduced 1.73%
28,336,959 $1.76 Billion
Q4 2023

Feb 14, 2024

SELL
$48.47 - $56.6 $5.4 Million - $6.3 Million
-111,338 Reduced 0.38%
28,835,909 $1.63 Billion
Q3 2023

Nov 16, 2023

SELL
$50.36 - $54.21 $5.78 Million - $6.22 Million
-114,755 Reduced 0.39%
28,947,247 $1.46 Billion
Q2 2023

Jul 21, 2023

SELL
$47.67 - $52.37 $18.3 Million - $20.2 Million
-384,922 Reduced 1.31%
29,062,002 $1.52 Billion
Q1 2023

May 15, 2023

SELL
$44.78 - $49.41 $53.5 Million - $59 Million
-1,194,579 Reduced 3.9%
29,446,924 $1.42 Billion
Q4 2022

Feb 10, 2023

BUY
$42.25 - $48.16 $260 Million - $297 Million
6,159,172 Added 25.16%
30,641,503 $1.38 Billion
Q3 2022

Nov 03, 2022

BUY
$42.35 - $51.01 $400 Million - $482 Million
9,451,255 Added 62.88%
24,482,331 $1.04 Billion
Q2 2022

Aug 15, 2022

BUY
$43.35 - $54.51 $224 Million - $282 Million
5,175,960 Added 52.52%
15,031,076 $671 Million
Q1 2022

May 16, 2022

BUY
$49.51 - $57.27 $308 Million - $356 Million
6,214,640 Added 170.71%
9,855,116 $531 Million
Q4 2021

Feb 11, 2022

BUY
$51.9 - $57.29 $4.05 Million - $4.47 Million
78,092 Added 2.19%
3,640,476 $414 Million
Q3 2021

Nov 10, 2021

BUY
$51.52 - $54.94 $4.1 Million - $4.37 Million
79,620 Added 2.29%
3,562,384 $371 Million
Q2 2021

Aug 04, 2021

SELL
$48.62 - $52.01 $4.41 Million - $4.72 Million
-90,676 Reduced 2.54%
3,482,764 $362 Million
Q1 2021

Apr 30, 2021

SELL
$44.9 - $48.34 $1.01 Million - $1.09 Million
-22,605 Reduced 0.63%
3,573,440 $343 Million
Q4 2020

Jan 29, 2021

BUY
$39.35 - $45.48 $2.6 Million - $3 Million
66,010 Added 1.87%
3,596,045 $327 Million
Q3 2020

Nov 05, 2020

SELL
$37.26 - $43.03 $2.09 Million - $2.42 Million
-56,138 Reduced 1.57%
3,530,035 $285 Million
Q2 2020

Jul 23, 2020

BUY
$29.25 - $38.76 $3.45 Million - $4.57 Million
117,828 Added 3.4%
3,586,173 $266 Million
Q1 2020

May 05, 2020

BUY
$26.61 - $40.52 $24.3 Million - $37 Million
913,681 Added 35.77%
3,468,345 $212 Million
Q4 2019

Jan 30, 2020

SELL
$34.42 - $38.54 $2.31 Million - $2.58 Million
-67,041 Reduced 2.56%
2,554,664 $196 Million
Q3 2019

Nov 01, 2019

SELL
$35.28 - $36.01 $382,752 - $390,672
-10,849 Reduced 0.41%
2,621,705 $186 Million
Q2 2019

Jul 26, 2019

BUY
N/A
41,226 Added 1.59%
2,632,554 $185 Million
Q1 2019

Apr 24, 2019

BUY
N/A
149,489 Added 6.12%
2,591,328 $175 Million
Q4 2018

Feb 01, 2019

BUY
N/A
624,065 Added 34.33%
2,441,839 $146 Million
Q3 2018

Oct 25, 2018

SELL
N/A
-13,853 Reduced 0.76%
1,817,774 $126 Million
Q2 2018

Jul 20, 2018

SELL
N/A
-423,956 Reduced 18.8%
1,831,627 $119 Million
Q1 2018

Apr 18, 2018

BUY
N/A
832,313 Added 58.48%
2,255,583 $142 Million
Q4 2017

Jan 17, 2018

BUY
N/A
6,665 Added 0.47%
1,423,270 $90.8 Million
Q3 2017

Oct 17, 2017

BUY
N/A
1,416,605
1,416,605 $85.1 Million

Others Institutions Holding SCHX

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