Creative Planning
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Creative Planning’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Creative Planning’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$174M Sell
5,992,974
-794,657
-12% -$23.8M 0.12% 83
2025
Q4 		$193M Buy
6,787,631
+2,109,254
+45% +$59.6M 0.14% 74
2025
Q3 		$131M Sell
4,678,377
-11,396
-0.2% -$305K 0.1% 88
2025
Q2 		$119M Buy
4,689,773
+140,068
+3% +$3.31M 0.1% 90
2025
Q1 		$107M Buy
4,549,705
+25,148
+0.6% +$641K 0.1% 97
2024
Q4 		$117M Sell
4,524,557
-142,063
-3% -$3.78M 0.11% 84
2024
Q3 		$120M Sell
4,666,620
-64,406
-1% -$1.6M 0.12% 82
2024
Q2 		$112M Sell
4,731,026
-108,052
-2% -$2.56M 0.12% 81
2024
Q1 		$119M Sell
4,839,078
-186,386
-4% -$4.37M 0.13% 74
2023
Q4 		$119M Buy
5,025,464
+136,652
+3% +$2.88M 0.22% 65
2023
Q3 		$101M Buy
4,888,812
+1,169,812
+31% +$25.7M 0.14% 74
2023
Q2 		$81.4M Buy
3,719,000
+132,896
+4% +$2.77M 0.11% 87
2023
Q1 		$75.2M Sell
3,586,104
-7,308
-0.2% -$157K 0.11% 89
2022
Q4 		$72.8M Buy
3,593,412
+151,214
+4% +$3.1M 0.11% 89
2022
Q3 		$65.1M Buy
3,442,198
+361,128
+12% +$7.55M 0.11% 82
2022
Q2 		$60.1M Buy
3,081,070
+548,840
+22% +$11.7M 0.1% 92
2022
Q1 		$60M Buy
2,532,230
+148,342
+6% +$3.5M 0.09% 93
2021
Q4 		$61M Sell
2,383,888
-127,684
-5% -$3.3M 0.1% 80
2021
Q3 		$62.9M Buy
2,511,572
+238,768
+11% +$6.06M 0.11% 74
2021
Q2 		$59.2M Sell
2,272,804
-51,408
-2% -$1.31M 0.11% 80
2021
Q1 		$57.9M Buy
2,324,212
+40,248
+2% +$990K 0.12% 76
2020
Q4 		$50.8M Sell
2,283,964
-6,184
-0.3% -$123K 0.11% 78
2020
Q3 		$39.1M Buy
2,290,148
+437,020
+24% +$7.52M 0.1% 79
2020
Q2 		$30.3M Buy
1,853,128
+413,740
+29% +$6.2M 0.09% 93
2020
Q1 		$18.5M Buy
1,439,388
+660,384
+85% +$11.2M 0.07% 115
2019
Q4 		$14.7M Buy
779,004
+55,776
+8% +$1.01M 0.04% 146
2019
Q3 		$12.6M Buy
723,228
+90,840
+14% +$1.6M 0.04% 154
2019
Q2 		$11.3M Buy
632,388
+282,448
+81% +$4.99M 0.04% 162
2019
Q1 		$6.12M Buy
349,940
+50,992
+17% +$872K 0.02% 240
2018
Q4 		$4.54M Buy
298,948
+4,848
+2% +$81.9K 0.02% 267
2018
Q3 		$5.6M Sell
294,100
-31,652
-10% -$604K 0.02% 248
2018
Q2 		$5.99M Buy
325,752
+54,908
+20% +$993K 0.02% 227
2018
Q1 		$4.68M Buy
270,844
+13,324
+5% +$235K 0.02% 257
2017
Q4 		$4.49M Buy
257,520
+34,424
+15% +$589K 0.02% 263
2017
Q3 		$3.76M Sell
223,096
-302,716
-58% -$4.87M 0.02% 293
2017
Q2 		$8.4M Buy
525,812
+335,336
+176% +$5.3M 0.04% 154
2017
Q1 		$3M Buy
190,476
+93,716
+97% +$1.47M 0.02% 313
2016
Q4 		$1.49M Buy
96,760
+31,932
+49% +$470K 0.01% 491
2016
Q3 		$933K Buy
64,828
+39,100
+152% +$555K 0.01% 621
2016
Q2 		$348K Buy
25,728
+18,096
+237% +$240K ﹤0.01% 955
2016
Q1 		$99K Sell
7,632
-20
-0.3% -$242 ﹤0.01% 1641
2015
Q4 		$100K Sell
7,652
-344
-4% -$4.59K ﹤0.01% 1626
2015
Q3 		$102K Buy
+7,996
New +$110K ﹤0.01% 1587
2015
Q2 		– Sell
-7,316
Closed -$105K – 2656
2015
Q1 		$105K Sell
7,316
-3,424
-32% -$47.8K ﹤0.01% 1551
2014
Q4 		$148K Buy
10,740
+4,348
+68% +$57.7K ﹤0.01% 1314
2014
Q3 		$82K Buy
6,392
+2,180
+52% +$29.1K ﹤0.01% 1606
2014
Q2 		$58K Buy
4,212
+3,012
+251% +$39.7K ﹤0.01% 1784
2014
Q1 		$16K Buy
1,200
+400
+50% +$5.29K ﹤0.01% 2517
2013
Q4 		$11K Hold
800
– – ﹤0.01% 2527
2013
Q3 		$10K Buy
+800
New +$9.4K ﹤0.01% 2471

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Creative Planning's SCHA Position: Q1 2026 in Review

Creative Planning reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 12% in Q1 2026, selling an estimated $23.8M and leaving 5,992,974 shares worth $174M. The position accounts for 0.12% of the portfolio, ranked #83.

Creative Planning first reported a position in SCHA in Q3 2013 and has held it in 50 quarters since. The position peaked at $193M in Q4 2025. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Creative Planning held 5,992,974 shares of Schwab U.S Small- Cap ETF worth $174M as of Q1 2026.
  • Creative Planning sold 794,657 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $23.8M.
  • Schwab U.S Small- Cap ETF made up 0.12% of Creative Planning's portfolio in Q1 2026, its #83 holding.
  • Creative Planning first reported a position in Schwab U.S Small- Cap ETF in Q3 2013 and has held it in 50 quarters since.
  • Creative Planning's Schwab U.S Small- Cap ETF position peaked at $193M in Q4 2025.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.