de Creative Planning Schwab US Large- Cap ETF SCHX Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 2399 M | Vender |
81,513,814
-756,223
| -0.9% | -USD 21.6 M | 1.4% | 15 |
|
|
2026
Q1 | USD 2109 M | Vender |
82,270,037
-1,542,288
| -2% | -USD 41.4 M | 1.43% | 16 |
|
|
2025
Q4 | USD 2255 M | Comprar |
83,812,325
+3,078,140
| +4% | +USD 82.2 M | 1.61% | 12 |
|
|
2025
Q3 | USD 2127 M | Vender |
80,734,185
-843,732
| -1% | -USD 21.4 M | 1.62% | 13 |
|
|
2025
Q2 | USD 1994 M | Vender |
81,577,917
-1,083,411
| -1% | -USD 24.5 M | 1.7% | 12 |
|
|
2025
Q1 | USD 1825 M | Comprar |
82,661,328
+193,933
| +0.2% | +USD 4.51 M | 1.72% | 12 |
|
|
2024
Q4 | USD 1912 M | Vender |
82,467,395
-1,290,022
| -2% | -USD 30.1 M | 1.86% | 13 |
|
|
2024
Q3 | USD 1894 M | Vender |
83,757,417
-874,110
| -1% | -USD 19 M | 1.88% | 13 |
|
|
2024
Q2 | USD 1813 M | Vender |
84,631,527
-379,350
| -0.4% | -USD 7.84 M | 1.94% | 13 |
|
|
2024
Q1 | USD 1759 M | Vender |
85,010,877
-1,496,850
| -2% | -USD 29.5 M | 1.95% | 11 |
|
|
2023
Q4 | USD 1626 M | Vender |
86,507,727
-334,014
| -0.4% | -USD 5.87 M | 3.02% | 7 |
|
|
2023
Q3 | USD 1465 M | Vender |
86,841,741
-344,265
| -0.4% | -USD 6.04 M | 1.95% | 13 |
|
|
2023
Q2 | USD 1522 M | Vender |
87,186,006
-1,154,766
| -1% | -USD 19.1 M | 2.03% | 13 |
|
|
2023
Q1 | USD 1424 M | Vender |
88,340,772
-3,583,737
| -4% | -USD 56.4 M | 2.05% | 13 |
|
|
2022
Q4 | USD 1383 M | Comprar |
91,924,509
+18,477,516
| +25% | +USD 280 M | 2.08% | 12 |
|
|
2022
Q3 | USD 1037 M | Comprar |
73,446,993
+28,353,765
| +63% | +USD 445 M | 1.79% | 18 |
|
|
2022
Q2 | USD 671 M | Comprar |
45,093,228
+15,527,880
| +53% | +USD 252 M | 1.11% | 23 |
|
|
2022
Q1 | USD 531 M | Comprar |
29,565,348
+7,722,492
| +35% | +USD 137 M | 0.82% | 27 |
|
|
2021
Q4 | USD 414 M | Comprar |
21,842,856
+468,552
| +2% | +USD 8.66 M | 0.67% | 30 |
|
|
2021
Q3 | USD 371 M | Comprar |
21,374,304
+477,720
| +2% | +USD 8.52 M | 0.66% | 30 |
|
|
2021
Q2 | USD 362 M | Vender |
20,896,584
-544,056
| -3% | -USD 9.18 M | 0.64% | 30 |
|
|
2021
Q1 | USD 343 M | Vender |
21,440,640
-135,630
| -0.6% | -USD 2.12 M | 0.69% | 29 |
|
|
2020
Q4 | USD 327 M | Comprar |
21,576,270
+396,060
| +2% | +USD 5.67 M | 0.72% | 30 |
|
|
2020
Q3 | USD 285 M | Vender |
21,180,210
-336,828
| -2% | -USD 4.48 M | 0.74% | 29 |
|
|
2020
Q2 | USD 266 M | Comprar |
21,517,038
+706,968
| +3% | +USD 8.24 M | 0.77% | 29 |
|
|
2020
Q1 | USD 212 M | Comprar |
20,810,070
+5,482,086
| +36% | +USD 66.6 M | 0.75% | 29 |
|
|
2019
Q4 | USD 196 M | Vender |
15,327,984
-402,246
| -3% | -USD 4.93 M | 0.59% | 26 |
|
|
2019
Q3 | USD 186 M | Vender |
15,730,230
-65,094
| -0.4% | -USD 767 k | 0.61% | 24 |
|
|
2019
Q2 | USD 185 M | Comprar |
15,795,324
+247,356
| +2% | +USD 2.84 M | 0.62% | 24 |
|
|
2019
Q1 | USD 175 M | Comprar |
15,547,968
+896,934
| +6% | +USD 9.7 M | 0.63% | 23 |
|
|
2018
Q4 | USD 146 M | Comprar |
14,651,034
+3,744,390
| +34% | +USD 40.2 M | 0.6% | 23 |
|
|
2018
Q3 | USD 126 M | Vender |
10,906,644
-83,118
| -0.8% | -USD 945 k | 0.47% | 31 |
|
|
2018
Q2 | USD 119 M | Vender |
10,989,762
-2,543,736
| -19% | -USD 27.4 M | 0.47% | 30 |
|
|
2018
Q1 | USD 142 M | Comprar |
13,533,498
+4,993,878
| +58% | +USD 54.3 M | 0.58% | 26 |
|
|
2017
Q4 | USD 90.8 M | Comprar |
8,539,620
+39,990
| +0.5% | +USD 414 k | 0.39% | 34 |
|
|
2017
Q3 | USD 85.1 M | Vender |
8,499,630
-701,592
| -8% | -USD 6.89 M | 0.4% | 33 |
|
|
2017
Q2 | USD 88.6 M | Comprar |
9,201,222
+106,062
| +1% | +USD 1.01 M | 0.45% | 30 |
|
|
2017
Q1 | USD 85.3 M | Comprar |
9,095,160
+280,926
| +3% | +USD 2.6 M | 0.47% | 30 |
|
|
2016
Q4 | USD 78.2 M | Comprar |
8,814,234
+494,100
| +6% | +USD 4.29 M | 0.48% | 32 |
|
|
2016
Q3 | USD 71.6 M | Vender |
8,320,134
-142,404
| -2% | -USD 1.22 M | 0.46% | 32 |
|
|
2016
Q2 | USD 70.2 M | Comprar |
8,462,538
+679,050
| +9% | +USD 5.58 M | 0.51% | 31 |
|
|
2016
Q1 | USD 63.4 M | Comprar |
7,783,488
+5,185,416
| +200% | +USD 40 M | 0.49% | 31 |
|
|
2015
Q4 | USD 21 M | Comprar |
2,598,072
+480,144
| +23% | +USD 3.91 M | 0.17% | 63 |
|
|
2015
Q3 | USD 16.2 M | Comprar |
2,117,928
+2,008,164
| +1,830% | +USD 16.2 M | 0.14% | 75 |
|
|
2015
Q2 | USD 902 k | Vender |
109,764
-9,270
| -8% | -USD 77.8 k | 0.01% | 499 |
|
|
2015
Q1 | USD 983 k | Vender |
119,034
-318
| -0.3% | -USD 2.62 k | 0.01% | 471 |
|
|
2014
Q4 | USD 976 k | Comprar |
119,352
+84,996
| +247% | +USD 679 k | 0.01% | 456 |
|
|
2014
Q3 | USD 269 k | Comprar |
34,356
+18,612
| +118% | +USD 147 k | ﹤0.01% | 922 |
|
|
2014
Q2 | USD 123 k | Comprar |
15,744
+12,372
| +367% | +USD 93.7 k | ﹤0.01% | 1308 |
|
|
2014
Q1 | USD 25 k | Mantener |
3,372
| – | – | ﹤0.01% | 2251 |
|
|
2013
Q4 | USD 25 k | Comprar |
+3,372
| Nuevas | +USD 23.8 k | ﹤0.01% | 2057 |
|
Otros fondos que tienen SCHX en su cartera
Posición de Creative Planning en SCHX: resumen de T2 2026
Creative Planning redujo su participación en Schwab US Large- Cap ETF (SCHX) en 0.92% durante T2 2026, al vender acciones por un valor estimado de USD 21.6 M, y conservó 81,513,814 acciones valuadas en USD 2399 M. La posición representa 1.4% de la cartera y ocupa el puesto #15.
Creative Planning reportó por primera vez una posición en SCHX en T4 2013 y la ha mantenido durante 51 trimestres desde entonces. Al cierre de T2 2026, 1,609 fondos que sigue Wall St. Rank mantienen una posición en SCHX.
- Al cierre de T2 2026, Creative Planning tenía 81,513,814 acciones de Schwab US Large- Cap ETF con un valor de USD 2399 M.
- Creative Planning vendió 756,223 acciones de Schwab US Large- Cap ETF en T2 2026, por un valor estimado de USD 21.6 M.
- Schwab US Large- Cap ETF representó 1.4% de la cartera de Creative Planning en T2 2026 y fue su posición número 15.
- Creative Planning reportó por primera vez una posición en Schwab US Large- Cap ETF en T4 2013 y la ha mantenido durante 51 trimestres desde entonces.
- Al cierre de T2 2026, 1,609 fondos que sigue Wall St. Rank tenían Schwab US Large- Cap ETF en cartera.
Según el Informe 13F de Creative Planning correspondiente a T2 2026, presentado el 13 ago 2026.