SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Creative Planning's Holding History (CIK: 0001540235)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 83,812,325 Value ($000) $2,255,390 Avg Close — Range —
Q3 2025
Shares 80,734,185 Value ($000) $2,126,538 Avg Close — Range —
Q2 2025
Shares 81,577,917 Value ($000) $1,993,764 Avg Close — Range —
Q1 2025
Shares 82,661,328 Value ($000) $1,825,162 Avg Close — Range —
Q4 2024
Shares 82,467,395 Value ($000) $1,911,594 Avg Close — Range —
Q3 2024
Shares 27,919,139 Value ($000) $1,894,314 Avg Close — Range —
Q2 2024
Shares 28,210,509 Value ($000) $1,812,525 Avg Close — Range —
Q1 2024
Shares 28,336,959 Value ($000) $1,758,592 Avg Close — Range —
Q4 2023
Shares 28,835,909 Value ($000) $1,626,345 Avg Close — Range —
Q3 2023
Shares 28,947,247 Value ($000) $1,464,731 Avg Close — Range —
Q2 2023
Shares 29,062,002 Value ($000) $1,521,977 Avg Close — Range —
Q1 2023
Shares 29,446,924 Value ($000) $1,424,348 Avg Close — Range —
Q4 2022
Shares 30,641,503 Value ($000) $1,383,464 Avg Close — Range —
Q3 2022
Shares 24,482,331 Value ($000) $1,036,827 Avg Close — Range —
Q2 2022
Shares 15,031,076 Value ($000) $671,288 Avg Close — Range —
Q1 2022
Shares 9,855,116 Value ($000) $530,698 Avg Close — Range —
Q4 2021
Shares 3,640,476 Value ($000) $414,359 Avg Close — Range —
Q3 2021
Shares 3,562,384 Value ($000) $370,595 Avg Close — Range —
Q2 2021
Shares 3,482,764 Value ($000) $362,103 Avg Close — Range —
Q1 2021
Shares 3,573,440 Value ($000) $343,157 Avg Close — Range —
Q4 2020
Shares 3,596,045 Value ($000) $327,060 Avg Close — Range —
Q3 2020
Shares 3,530,035 Value ($000) $284,627 Avg Close — Range —
Q2 2020
Shares 3,586,173 Value ($000) $265,735 Avg Close — Range —
Q1 2020
Shares 3,468,345 Value ($000) $212,436 Avg Close — Range —
Q4 2019
Shares 2,554,664 Value ($000) $196,224 Avg Close — Range —
Q3 2019
Shares 2,621,705 Value ($000) $185,958 Avg Close — Range —
Q2 2019
Shares 2,632,554 Value ($000) $184,779 Avg Close — Range —
Q1 2019
Shares 2,591,328 Value ($000) $175,200 Avg Close — Range —
Q4 2018
Shares 2,441,839 Value ($000) $145,778 Avg Close — Range —
Q3 2018
Shares 1,817,774 Value ($000) $126,444 Avg Close — Range —
Q2 2018
Shares 1,831,627 Value ($000) $119,037 Avg Close — Range —
Q1 2018
Shares 2,255,583 Value ($000) $142,282 Avg Close — Range —
Q4 2017
Shares 1,423,270 Value ($000) $90,776 Avg Close — Range —
Q3 2017
Shares 1,416,605 Value ($000) $85,053 Avg Close — Range —
Q2 2017
Shares 1,533,537 Value ($000) $88,592 Avg Close — Range —
Q1 2017
Shares 1,515,860 Value ($000) $85,297 Avg Close — Range —
Q4 2016
Shares 1,469,039 Value ($000) $78,241 Avg Close — Range —
Q3 2016
Shares 1,386,689 Value ($000) $71,581 Avg Close — Range —
Q2 2016
Shares 1,410,423 Value ($000) $70,197 Avg Close — Range —
Q1 2016
Shares 1,297,248 Value ($000) $63,358 Avg Close — Range —
Q4 2015
Shares 433,012 Value ($000) $21,031 Avg Close — Range —
Q3 2015
Shares 352,988 Value ($000) $16,153 Avg Close — Range —
Q2 2015
Shares 18,294 Value ($000) $902 Avg Close — Range —
Q1 2015
Shares 19,839 Value ($000) $983 Avg Close — Range —
Q4 2014
Shares 19,892 Value ($000) $976 Avg Close — Range —
Q3 2014
Shares 5,726 Value ($000) $269 Avg Close — Range —
Q2 2014
Shares 2,624 Value ($000) $123 Avg Close — Range —
Q1 2014
Shares 562 Value ($000) $25 Avg Close — Range —
Q4 2013
Shares 562 Value ($000) $25 Avg Close — Range —