Creative Planning
SCHK icon

Creative Planning’s Schwab 1000 Index ETF SCHK Stock Holding History

Creative Planning’s Portfolio SCHK Stock Details SCHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$139M Sell
3,852,974
-46,174
-1% -$1.61M 0.08% 107
2026
Q1 		$122M Buy
3,899,148
+764,961
+24% +$25.1M 0.08% 108
2025
Q4 		$103M Buy
3,134,187
+1,148
+0% +$37.4K 0.07% 117
2025
Q3 		$101M Buy
3,133,039
+40,837
+1% +$1.26M 0.08% 107
2025
Q2 		$92.2M Buy
3,092,202
+2,238,007
+262% +$61.7M 0.08% 105
2025
Q1 		$23M Buy
854,195
+741,459
+658% +$21.1M 0.02% 293
2024
Q4 		$3.19M Buy
112,736
+9,890
+10% +$282K ﹤0.01% 870
2024
Q3 		$2.84M Buy
102,846
+5,354
+5% +$143K ﹤0.01% 888
2024
Q2 		$2.55M Buy
97,492
+12,602
+15% +$318K ﹤0.01% 882
2024
Q1 		$2.15M Buy
84,890
+13,158
+18% +$317K ﹤0.01% 935
2023
Q4 		$1.65M Sell
71,732
-962
-1% -$20.7K ﹤0.01% 991
2023
Q3 		$1.5M Buy
72,694
+12,608
+21% +$271K ﹤0.01% 980
2023
Q2 		$1.29M Buy
60,086
+9,586
+19% +$194K ﹤0.01% 1001
2023
Q1 		$999K Sell
50,500
-21,004
-29% -$406K ﹤0.01% 1079
2022
Q4 		$1.32M Sell
71,504
-8,182
-10% -$152K ﹤0.01% 904
2022
Q3 		$1.38M Buy
79,686
+18,638
+31% +$359K ﹤0.01% 818
2022
Q2 		$1.11M Buy
61,048
+40,078
+191% +$796K ﹤0.01% 928
2022
Q1 		$462K Buy
20,970
+1,224
+6% +$26.6K ﹤0.01% 1363
2021
Q4 		$460K Buy
19,746
+8,428
+74% +$191K ﹤0.01% 1358
2021
Q3 		$241K Sell
11,318
-7,490
-40% -$164K ﹤0.01% 1734
2021
Q2 		$401K Buy
18,808
+8,656
+85% +$180K ﹤0.01% 1400
2021
Q1 		$200K Buy
+10,152
New +$196K ﹤0.01% 2100

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $371M AUM 16.82% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $313M AUM 19.55% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $284M AUM 24.22% 1-Year Est. Return

Creative Planning's SCHK Position: Q2 2026 in Review

Creative Planning reduced its Schwab 1000 Index ETF (SCHK) stake by 1.2% in Q2 2026, selling an estimated $1.61M and leaving 3,852,974 shares worth $139M. The position accounts for 0.08% of the portfolio, ranked #107.

Creative Planning first reported a position in SCHK in Q1 2021 and has held it in 22 quarters since. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Creative Planning held 3,852,974 shares of Schwab 1000 Index ETF worth $139M as of Q2 2026.
  • Creative Planning sold 46,174 Schwab 1000 Index ETF shares in Q2 2026, an estimated $1.61M.
  • Schwab 1000 Index ETF made up 0.08% of Creative Planning's portfolio in Q2 2026, its #107 holding.
  • Creative Planning first reported a position in Schwab 1000 Index ETF in Q1 2021 and has held it in 22 quarters since.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.