SCHWAB STRATEGIC TR

Ticker: SCHC CUSIP: 808524888 Class: ETF

Creative Planning's Holding History (CIK: 0001540235)

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

Q4 2025
Shares 1,254,927 Value ($000) $57,137 Avg Close Range
Q3 2025
Shares 1,232,922 Value ($000) $56,110 Avg Close Range
Q2 2025
Shares 1,233,008 Value ($000) $52,514 Avg Close Range
Q1 2025
Shares 1,303,691 Value ($000) $46,776 Avg Close Range
Q4 2024
Shares 1,323,408 Value ($000) $45,433 Avg Close Range
Q3 2024
Shares 1,367,262 Value ($000) $52,681 Avg Close Range
Q2 2024
Shares 1,393,581 Value ($000) $49,584 Avg Close Range
Q1 2024
Shares 1,405,860 Value ($000) $50,330 Avg Close Range
Q4 2023
Shares 1,440,089 Value ($000) $50,245 Avg Close Range
Q3 2023
Shares 1,417,453 Value ($000) $45,713 Avg Close Range
Q2 2023
Shares 1,483,686 Value ($000) $50,104 Avg Close Range
Q1 2023
Shares 1,467,072 Value ($000) $49,455 Avg Close Range
Q4 2022
Shares 1,464,330 Value ($000) $46,082 Avg Close Range
Q3 2022
Shares 1,474,843 Value ($000) $40,927 Avg Close Range
Q2 2022
Shares 1,494,623 Value ($000) $46,677 Avg Close Range
Q1 2022
Shares 1,530,343 Value ($000) $58,107 Avg Close Range
Q4 2021
Shares 1,511,872 Value ($000) $61,881 Avg Close Range
Q3 2021
Shares 1,516,361 Value ($000) $62,959 Avg Close Range
Q2 2021
Shares 1,456,979 Value ($000) $60,610 Avg Close Range
Q1 2021
Shares 1,470,668 Value ($000) $57,974 Avg Close Range
Q4 2020
Shares 1,483,058 Value ($000) $55,837 Avg Close Range
Q3 2020
Shares 1,277,127 Value ($000) $41,545 Avg Close Range
Q2 2020
Shares 1,130,156 Value ($000) $33,419 Avg Close Range
Q1 2020
Shares 925,867 Value ($000) $22,591 Avg Close Range
Q4 2019
Shares 321,790 Value ($000) $11,150 Avg Close Range
Q3 2019
Shares 163,269 Value ($000) $5,192 Avg Close Range
Q2 2019
Shares 124,434 Value ($000) $4,062 Avg Close Range
Q1 2019
Shares 36,586 Value ($000) $1,180 Avg Close Range
Q4 2018
Shares 23,046 Value ($000) $671 Avg Close Range
Q3 2018
Shares 20,048 Value ($000) $715 Avg Close Range
Q2 2018
Shares 20,392 Value ($000) $736 Avg Close Range
Q1 2018
Shares 16,970 Value ($000) $620 Avg Close Range
Q4 2017
Shares 16,072 Value ($000) $589 Avg Close Range
Q3 2017
Shares 13,193 Value ($000) $473 Avg Close Range
Q2 2017
Shares 12,462 Value ($000) $419 Avg Close Range
Q1 2017
Shares 7,738 Value ($000) $242 Avg Close Range
Q4 2016
Shares 8,172 Value ($000) $238 Avg Close Range
Q3 2016
Shares 5,586 Value ($000) $172 Avg Close Range
Q2 2016
Shares 1,495 Value ($000) $43 Avg Close Range
Q1 2016
Shares 755 Value ($000) $22 Avg Close Range
Q4 2015
Shares 699 Value ($000) $20 Avg Close Range
Q3 2015
Shares 657 Value ($000) $19 Avg Close Range
Q1 2015
Shares 650 Value ($000) $20 Avg Close Range
Q4 2014
Shares 562 Value ($000) $16 Avg Close Range
Q3 2014
Shares 993 Value ($000) $31 Avg Close Range
Q2 2014
Shares 541 Value ($000) $19 Avg Close Range