Creative Planning
SCHV

Creative Planning’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Creative Planning’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$58.5M Sell
1,918,994
-1,110,370
-37% -$34.6M 0.04% 190
2025
Q4 		$89.7M Buy
3,029,364
+2,235,847
+282% +$65.4M 0.06% 130
2025
Q3 		$23.1M Buy
793,517
+21,404
+3% +$608K 0.02% 327
2025
Q2 		$21.4M Buy
772,113
+11,444
+2% +$301K 0.02% 323
2025
Q1 		$20.2M Buy
760,669
+7,449
+1% +$200K 0.02% 323
2024
Q4 		$19.6M Sell
753,220
-11,051
-1% -$298K 0.02% 302
2024
Q3 		$20.5M Sell
764,271
-47,121
-6% -$1.21M 0.02% 278
2024
Q2 		$20M Sell
811,392
-14,886
-2% -$368K 0.02% 270
2024
Q1 		$20.9M Sell
826,278
-5,952
-0.7% -$143K 0.02% 254
2023
Q4 		$19.4M Sell
832,230
-31,512
-4% -$689K 0.04% 241
2023
Q3 		$18.6M Buy
863,742
+13,689
+2% +$307K 0.02% 252
2023
Q2 		$19M Sell
850,053
-45,582
-5% -$995K 0.03% 233
2023
Q1 		$19.6M Sell
895,635
-371,043
-29% -$8.25M 0.03% 219
2022
Q4 		$27.9M Buy
1,266,678
+526,152
+71% +$11.4M 0.04% 171
2022
Q3 		$14.4M Sell
740,526
-15,468
-2% -$333K 0.03% 234
2022
Q2 		$15.7M Buy
755,994
+8,049
+1% +$181K 0.03% 232
2022
Q1 		$17.8M Buy
747,945
+271,992
+57% +$6.44M 0.03% 220
2021
Q4 		$11.6M Sell
475,953
-124,578
-21% -$2.95M 0.02% 259
2021
Q3 		$13.5M Buy
600,531
+118,287
+25% +$2.74M 0.02% 221
2021
Q2 		$11M Sell
482,244
-7,713
-2% -$175K 0.02% 254
2021
Q1 		$10.7M Sell
489,957
-12,828
-3% -$267K 0.02% 264
2020
Q4 		$9.98M Buy
502,785
+15,819
+3% +$296K 0.02% 261
2020
Q3 		$8.47M Buy
486,966
+193,623
+66% +$3.39M 0.02% 239
2020
Q2 		$4.9M Buy
293,343
+210,591
+254% +$3.44M 0.01% 289
2020
Q1 		$1.22M Sell
82,752
-11,352
-12% -$208K ﹤0.01% 570
2019
Q4 		$1.89M Buy
94,104
+13,329
+17% +$258K 0.01% 532
2019
Q3 		$1.53M Buy
80,775
+1,419
+2% +$26.6K 0.01% 583
2019
Q2 		$1.49M Buy
79,356
+18,699
+31% +$346K 0.01% 596
2019
Q1 		$1.11M Sell
60,657
-2,241
-4% -$39.8K ﹤0.01% 689
2018
Q4 		$1.03M Sell
62,898
-17,421
-22% -$308K ﹤0.01% 652
2018
Q3 		$1.5M Buy
80,319
+11,040
+16% +$205K 0.01% 572
2018
Q2 		$1.23M Buy
69,279
+753
+1% +$13.4K ﹤0.01% 638
2018
Q1 		$1.21M Buy
68,526
+4,413
+7% +$80.9K ﹤0.01% 639
2017
Q4 		$1.17M Sell
64,113
-7,458
-10% -$133K 0.01% 649
2017
Q3 		$1.24M Sell
71,571
-35,511
-33% -$601K 0.01% 622
2017
Q2 		$1.79M Buy
107,082
+1,377
+1% +$22.9K 0.01% 476
2017
Q1 		$1.75M Sell
105,705
-10,329
-9% -$170K 0.01% 468
2016
Q4 		$1.86M Buy
116,034
+70,254
+153% +$1.09M 0.01% 420
2016
Q3 		$695K Buy
45,780
+7,911
+21% +$121K ﹤0.01% 750
2016
Q2 		$565K Buy
37,869
+1,470
+4% +$21.5K ﹤0.01% 722
2016
Q1 		$524K Sell
36,399
-624
-2% -$8.54K ﹤0.01% 728
2015
Q4 		$524K Sell
37,023
-1,071
-3% -$15.2K ﹤0.01% 735
2015
Q3 		$506K Buy
38,094
+1,014
+3% +$14.2K ﹤0.01% 740
2015
Q2 		$532K Hold
37,080
– – ﹤0.01% 647
2015
Q1 		$535K Hold
37,080
– – 0.01% 710
2014
Q4 		$545K Buy
37,080
+35,952
+3,187% +$518K 0.01% 668
2014
Q3 		$16K Buy
1,128
+717
+174% +$10.3K ﹤0.01% 2675
2014
Q2 		$6K Hold
411
– – ﹤0.01% 3134
2014
Q1 		$6K Hold
411
– – ﹤0.01% 3013
2013
Q4 		$6K Buy
+411
New +$5.37K ﹤0.01% 2780

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning's SCHV Position: Q1 2026 in Review

Creative Planning reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 37% in Q1 2026, selling an estimated $34.6M and leaving 1,918,994 shares worth $58.5M. The position accounts for 0.04% of the portfolio, ranked #190.

Creative Planning first reported a position in SCHV in Q4 2013 and has held it in 50 quarters since. The position peaked at $89.7M in Q4 2025. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Creative Planning held 1,918,994 shares of Schwab US Large-Cap Value ETF worth $58.5M as of Q1 2026.
  • Creative Planning sold 1,110,370 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $34.6M.
  • Schwab US Large-Cap Value ETF made up 0.04% of Creative Planning's portfolio in Q1 2026, its #190 holding.
  • Creative Planning first reported a position in Schwab US Large-Cap Value ETF in Q4 2013 and has held it in 50 quarters since.
  • Creative Planning's Schwab US Large-Cap Value ETF position peaked at $89.7M in Q4 2025.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

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