Creative Planning SCHX Holdings History
Creative Planning's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, Creative Planning held 82.66 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $1.83 Bil. This investment constitutes 1.72% of their stock portfolio, and Creative Planning now holds 3.59% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2016Q1. And since then Creative Planning has made 21 purchases of SCHX, at an average price of $30.41, for a total of 86.99 Mil shares. In addition, there have been 14 sales at an average price of $45.87 for 4.33 Mil shares. Based on historical transaction data and SCHX's current price of $24.33, Creative Planning's estimated gain on his SCHX holdings is $-435.54 Mil, reflecting a -16.47% gain to date.
Creative Planning SCHX ($24.33) Holding Chart
Creative Planning SCHX ($24.33) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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