Creative Planning Schwab Strategic Tr 1000 Index Transaction History

Creative Planning

$116 Billion
Q2 2025

A detailed history of Creative Planning transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Creative Planning holds 3,092,202 shares of SCHK stock, worth $95 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

3,092,202

Previous 854,195 262.0%

Holding current value

$95 Million

Previous $23 Million 301.01%

% of portfolio

0.08%

Previous 0.02%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$23.87 - $29.82 $53.4 Million - $66.7 Million	2,238,007 Added 262.0%	3,092,202 $92.2 Million
Q1 2025 May 15, 2025	BUY	$26.53 - $29.63 $19.7 Million - $22 Million	741,459 Added 657.69%	854,195 $23 Million
Q4 2024 Feb 14, 2025	BUY	$27.45 - $55.56 $1.68 Million - $3.41 Million	61,313 Added 119.23%	112,736 $3.19 Million
Q3 2024 Oct 11, 2024	BUY	$49.82 - $55.29 $133,368 - $148,011	2,677 Added 5.49%	51,423 $2.84 Million
Q2 2024 Aug 15, 2024	BUY	$47.83 - $52.72 $301,376 - $332,188	6,301 Added 14.85%	48,746 $2.55 Million
Q1 2024 May 10, 2024	BUY	$45.19 - $50.67 $297,305 - $333,357	6,579 Added 18.34%	42,445 $2.15 Million
Q4 2023 Feb 14, 2024	SELL	$39.52 - $46.21 $19,009 - $22,227	-481 Reduced 1.32%	35,866 $1.65 Million
Q3 2023 Nov 16, 2023	BUY	$41.08 - $44.27 $258,968 - $279,078	6,304 Added 20.98%	36,347 $1.5 Million
Q2 2023 Jul 21, 2023	BUY	$38.96 - $42.79 $186,735 - $205,092	4,793 Added 18.98%	30,043 $1.29 Million
Q1 2023 May 15, 2023	SELL	$36.64 - $40.44 $384,793 - $424,700	-10,502 Reduced 29.37%	25,250 $998,000
Q4 2022 Feb 10, 2023	SELL	$34.56 - $39.43 $141,384 - $161,308	-4,091 Reduced 10.27%	35,752 $1.32 Million
Q3 2022 Nov 03, 2022	BUY	$34.61 - $41.69 $322,530 - $388,509	9,319 Added 30.53%	39,843 $1.38 Million
Q2 2022 Aug 15, 2022	BUY	$35.4 - $44.52 $709,380 - $892,136	20,039 Added 191.12%	30,524 $1.11 Million
Q1 2022 May 16, 2022	BUY	$40.46 - $46.8 $24,761 - $28,641	612 Added 6.2%	10,485 $462,000
Q4 2021 Feb 11, 2022	BUY	$42.49 - $46.85 $179,052 - $197,425	4,214 Added 74.47%	9,873 $460,000
Q3 2021 Nov 10, 2021	SELL	$42.11 - $45.01 $157,701 - $168,562	-3,745 Reduced 39.82%	5,659 $241,000
Q2 2021 Aug 04, 2021	BUY	$39.89 - $42.66 $172,643 - $184,632	4,328 Added 85.26%	9,404 $401,000
Q1 2021 Apr 30, 2021	BUY	$36.87 - $39.72 $187,152 - $201,618	5,076 New	5,076 $200,000

Others Institutions Holding SCHK

# of Institutions

235

Shares Held

73M

Call Options Held

91.7K

Put Options Held

20.8K

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About SCHWAB STRATEGIC TR 1000 INDEX

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Creative Planning Schwab Strategic Tr 1000 Index Transaction History