Creative Planning Schwab Strategic Tr Us Large C Transaction History

Creative Planning

$116 Billion
Q2 2025

A detailed history of Creative Planning transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Creative Planning holds 81,577,917 shares of SCHX stock, worth $2.13 Billion. This represents 1.72% of its overall portfolio holdings.

Number of Shares

81,577,917

Previous 82,661,328 1.31%

Holding current value

$2.13 Billion

Previous $1.83 Billion 9.24%

% of portfolio

1.72%

Previous 1.72%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$19.6 - $24.44 $21.2 Million - $26.5 Million	-1,083,411 Reduced 1.31%	81,577,917 $1.99 Billion
Q1 2025 May 15, 2025	BUY	$21.75 - $24.28 $4.22 Million - $4.71 Million	193,933 Added 0.24%	82,661,328 $1.83 Billion
Q4 2024 Feb 14, 2025	BUY	$22.4 - $68.28 $1.22 Billion - $3.72 Billion	54,548,256 Added 195.38%	82,467,395 $1.91 Billion
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

# of Institutions

1,590

Shares Held

1.14B

Call Options Held

68.6K

Put Options Held

200

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Creative Planning Schwab Strategic Tr Us Large C Transaction History