Creative Planning Schwab Strategic Tr Us Broad M Transaction History

Creative Planning

  • $129 Billion
  • Q3 2025

A detailed history of Creative Planning transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Creative Planning holds 2,250,092 shares of SCHB stock, worth $58.1 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,250,092
Previous 2,235,852 0.64%
Holding current value
$58.1 Million
Previous $53.3 Million 8.58%
% of portfolio
0.04%
Previous 0.05%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$23.82 - $25.84 $339,196 - $367,961
14,240 Added 0.64%
2,250,092 $57.8 Million
Q2 2025

Aug 08, 2025
BUY
$19.1 - $23.83 $2.59 Million - $3.23 Million
135,659 Added 6.46%
2,235,852 $53.3 Million
Q1 2025

May 15, 2025
BUY
$21.23 - $23.75 $270,597 - $302,717
12,746 Added 0.61%
2,100,193 $45.2 Million
Q4 2024

Feb 14, 2025
BUY
$22.01 - $66.82 $30.9 Million - $93.7 Million
1,402,763 Added 204.88%
2,087,447 $47.4 Million
Q3 2024

Oct 11, 2024
BUY
$59.93 - $66.52 $283,708 - $314,905
4,734 Added 0.7%
684,684 $45.5 Million
Q2 2024

Aug 15, 2024
BUY
$57.57 - $63.3 $790,493 - $869,172
13,731 Added 2.06%
679,950 $42.7 Million
Q1 2024

May 10, 2024
SELL
$54.61 - $61.05 $913,079 - $1.02 Million
-16,720 Reduced 2.45%
666,219 $40.7 Million
Q4 2023

Feb 14, 2024
SELL
$47.61 - $55.91 $1.19 Million - $1.4 Million
-25,045 Reduced 3.54%
682,939 $38 Million
Q3 2023

Nov 16, 2023
BUY
$49.59 - $53.57 $10,413 - $11,249
210 Added 0.03%
707,984 $35.3 Million
Q2 2023

Jul 21, 2023
SELL
$47.08 - $51.7 $88,510 - $97,196
-1,880 Reduced 0.26%
707,774 $36.6 Million
Q1 2023

May 15, 2023
SELL
$44.47 - $49.23 $1.33 Million - $1.47 Million
-29,895 Reduced 4.04%
709,654 $34 Million
Q4 2022

Feb 10, 2023
SELL
$41.94 - $47.81 $7.64 Million - $8.71 Million
-182,103 Reduced 19.76%
739,549 $33.1 Million
Q3 2022

Nov 03, 2022
SELL
$41.99 - $50.63 $11.3 Million - $13.7 Million
-270,282 Reduced 22.68%
921,652 $38.7 Million
Q2 2022

Aug 15, 2022
SELL
$42.93 - $53.98 $13.1 Million - $16.5 Million
-305,744 Reduced 20.41%
1,191,934 $52.7 Million
Q1 2022

May 16, 2022
BUY
$49.15 - $56.85 $58.7 Million - $67.9 Million
1,194,618 Added 394.19%
1,497,678 $80 Million
Q4 2021

Feb 11, 2022
SELL
$51.87 - $56.86 $131,334 - $143,969
-2,532 Reduced 0.83%
303,060 $34.2 Million
Q3 2021

Nov 10, 2021
BUY
$51.32 - $54.83 $1.05 Million - $1.12 Million
20,392 Added 7.15%
305,592 $31.7 Million
Q2 2021

Aug 04, 2021
SELL
$48.92 - $52.14 $241,958 - $257,884
-4,946 Reduced 1.7%
285,200 $29.7 Million
Q1 2021

Apr 30, 2021
SELL
$44.89 - $48.81 $159,718 - $173,665
-3,558 Reduced 1.21%
290,146 $28.1 Million
Q4 2020

Jan 29, 2021
SELL
$39.03 - $45.5 $9,484 - $11,056
-243 Reduced 0.08%
293,704 $26.7 Million
Q3 2020

Nov 05, 2020
BUY
$36.93 - $42.52 $1.61 Million - $1.85 Million
43,573 Added 17.4%
293,947 $23.4 Million
Q2 2020

Jul 23, 2020
SELL
$28.84 - $38.49 $1.84 Million - $2.46 Million
-63,870 Reduced 20.32%
250,374 $18.4 Million
Q1 2020

May 05, 2020
BUY
$26.18 - $40.44 $4.83 Million - $7.47 Million
184,625 Added 142.44%
314,244 $19 Million
Q4 2019

Jan 30, 2020
BUY
$34.47 - $38.58 $428,048 - $479,086
12,418 Added 10.6%
129,619 $9.97 Million
Q3 2019

Nov 01, 2019
BUY
$35.32 - $36.13 $15,046 - $15,391
426 Added 0.36%
117,201 $8.32 Million
Q2 2019

Jul 26, 2019
BUY
N/A
23,373 Added 25.02%
116,775 $8.24 Million
Q1 2019

Apr 24, 2019
BUY
N/A
6,940 Added 8.03%
93,402 $6.36 Million
Q4 2018

Feb 01, 2019
SELL
N/A
-19,898 Reduced 18.71%
86,462 $5.18 Million
Q3 2018

Oct 25, 2018
BUY
N/A
31,394 Added 41.88%
106,360 $7.49 Million
Q2 2018

Jul 20, 2018
BUY
N/A
18,655 Added 33.13%
74,966 $4.95 Million
Q1 2018

Apr 18, 2018
BUY
N/A
5,329 Added 10.45%
56,311 $3.59 Million
Q4 2017

Jan 17, 2018
BUY
N/A
728 Added 1.45%
50,982 $3.29 Million
Q3 2017

Oct 17, 2017
BUY
N/A
50,254
50,254 $3.06 Million

Others Institutions Holding SCHB

# of Institutions
1,376
Shares Held
499M
Call Options Held
299K
Put Options Held
22.8K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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