Creative Planning Schwab Strategic Tr Us Large C Transaction History

Creative Planning

$106 Billion
Q1 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 82,661,328 shares of SCHX stock, worth $2.01 Billion. This represents 1.72% of its overall portfolio holdings.

Number of Shares

82,661,328

Previous 82,467,395 0.24%

Holding current value

$2.01 Billion

Previous $1.91 Billion 4.52%

% of portfolio

1.72%

Previous 1.86%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,500

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Account

Creative Planning Schwab Strategic Tr Us Large C Transaction History