Creative Planning’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Creative Planning’s Portfolio SCHR Stock Details SCHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$22.7M	Sell	910,129 -164,650	-15%	-$4.13M	0.02%	392
2025 Q4	$27M	Sell	1,074,779 -43,908	-4%	-$1.1M	0.02%	304
2025 Q3	$28.1M	Buy	1,118,687 +59,573	+6%	+$1.49M	0.02%	290
2025 Q2	$26.5M	Sell	1,059,114 -66,962	-6%	-$1.66M	0.02%	279
2025 Q1	$28M	Sell	1,126,076 -99,787	-8%	-$2.44M	0.03%	251
2024 Q4	$29.8M	Sell	1,225,863 -182,931	-13%	-$4.5M	0.03%	223
2024 Q3	$35.6M	Sell	1,408,794 -215,692	-13%	-$5.39M	0.04%	188
2024 Q2	$39.6M	Sell	1,624,486 -953,188	-37%	-$23.1M	0.04%	167
2024 Q1	$63.2M	Sell	2,577,674 -591,432	-19%	-$14.5M	0.07%	110
2023 Q4	$78.8M	Sell	3,169,106 -42,800	-1%	-$1.03M	0.15%	94
2023 Q3	$77M	Buy	3,211,906 +2,495,502	+348%	+$60.7M	0.1%	96
2023 Q2	$17.7M	Sell	716,404 -14,002	-2%	-$351K	0.02%	244
2023 Q1	$18.4M	Buy	730,406 +376,384	+106%	+$9.38M	0.03%	232
2022 Q4	$8.71M	Sell	354,022 -13,066	-4%	-$322K	0.01%	361
2022 Q3	$9.02M	Sell	367,088 -39,530	-10%	-$1.01M	0.02%	327
2022 Q2	$10.5M	Sell	406,618 -81,892	-17%	-$2.12M	0.02%	310
2022 Q1	$13M	Sell	488,510 -159,112	-25%	-$4.34M	0.02%	284
2021 Q4	$18.2M	Sell	647,622 -103,730	-14%	-$2.92M	0.03%	201
2021 Q3	$21.3M	Buy	751,352 +47,586	+7%	+$1.36M	0.04%	171
2021 Q2	$20M	Sell	703,766 -65,322	-8%	-$1.85M	0.04%	174
2021 Q1	$21.7M	Sell	769,088 -57,248	-7%	-$1.64M	0.04%	163
2020 Q4	$24.1M	Buy	826,336 +809,870	+4,918%	+$23.6M	0.05%	145
2020 Q3	$483K	Sell	16,466 -5,930	-26%	-$174K	﹤0.01%	1156
2020 Q2	$658K	Buy	22,396 +1,942	+9%	+$57K	﹤0.01%	915
2020 Q1	$601K	Buy	20,454 +718	+4%	+$20.3K	﹤0.01%	855
2019 Q4	$542K	Sell	19,736 -1,456	-7%	-$40.2K	﹤0.01%	1067
2019 Q3	$589K	Buy	21,192 +13,250	+167%	+$367K	﹤0.01%	975
2019 Q2	$218K	Sell	7,942 -1,788	-18%	-$48.3K	﹤0.01%	1560
2019 Q1	$262K	Buy	+9,730	New	+$258K	﹤0.01%	1409
2018 Q4	–	Sell	-17,204	Closed	-$446K	–	2089
2018 Q3	$446K	Buy	17,204 +2,680	+18%	+$69.8K	﹤0.01%	1147
2018 Q2	$380K	Buy	14,524 +2,394	+20%	+$62.3K	﹤0.01%	1231
2018 Q1	$319K	Sell	12,130 -1,930	-14%	-$50.7K	﹤0.01%	1315
2017 Q4	$375K	Sell	14,060 -1,352	-9%	-$36.3K	﹤0.01%	1239
2017 Q3	$416K	Sell	15,412 -68	-0.4%	-$1.84K	﹤0.01%	1134
2017 Q2	$418K	Sell	15,480 -2,068	-12%	-$55.9K	﹤0.01%	1103
2017 Q1	$470K	Sell	17,548 -9,586	-35%	-$256K	﹤0.01%	1017
2016 Q4	$724K	Buy	27,134 +26,528	+4,378%	+$719K	﹤0.01%	756
2016 Q3	$17K	Buy	606 +396	+189%	+$11K	﹤0.01%	3169
2016 Q2	$6K	Buy	210 +154	+275%	+$4.25K	﹤0.01%	3556
2016 Q1	$2K	Buy	+56	New	+$1.53K	﹤0.01%	3984
2015 Q1	–	Sell	-1,826	Closed	-$49K	–	4383
2014 Q4	$49K	Buy	1,826 +1,508	+474%	+$40.4K	﹤0.01%	2023
2014 Q3	$8K	Buy	+318	New	+$8.43K	﹤0.01%	3079

Other funds holding SCHR

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

CWA

Cornerstone Wealth Advisors Edina, Minnesota $434M AUM 11.97% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Creative Planning's SCHR Position: Q1 2026 in Review

Creative Planning reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 15% in Q1 2026, selling an estimated $4.13M and leaving 910,129 shares worth $22.7M. The position accounts for 0.02% of the portfolio, ranked #392.

Creative Planning first reported a position in SCHR in Q3 2014 and has held it in 42 quarters since. The position peaked at $78.8M in Q4 2023. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Creative Planning held 910,129 shares of Schwab Intermediately-Term US Treasury ETF worth $22.7M as of Q1 2026.
Creative Planning sold 164,650 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $4.13M.
Schwab Intermediately-Term US Treasury ETF made up 0.02% of Creative Planning's portfolio in Q1 2026, its #392 holding.
Creative Planning first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2014 and has held it in 42 quarters since.
Creative Planning's Schwab Intermediately-Term US Treasury ETF position peaked at $78.8M in Q4 2023.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

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