Creative Planning
SCHW

Creative Planning’s Charles Schwab SCHW Stock Holding History

Creative Planning’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-500
Closed -$1K – 2505
2022
Q1 		$1K Buy
+500
New +$44K ﹤0.01% 2332
2021
Q2 		– Sell
-100
Closed -$1K – 2510
2021
Q1 		$1K Buy
+100
New +$6.06K ﹤0.01% 2596

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Creative Planning's SCHW Position: Q2 2026 in Review

Creative Planning increased its Charles Schwab (SCHW) stake by 0.93% in Q2 2026, buying an estimated $625K and bringing the position to 746,571 shares worth $68.9M. The position accounts for 0.04% of the portfolio, ranked #186.

Creative Planning first reported a position in SCHW in Q2 2013 and has held it in 53 quarters since. The position peaked at $119M in Q1 2022. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Creative Planning held 746,571 shares of Charles Schwab worth $68.9M as of Q2 2026.
  • Creative Planning bought 6,854 Charles Schwab shares in Q2 2026, an estimated $625K.
  • Charles Schwab made up 0.04% of Creative Planning's portfolio in Q2 2026, its #186 holding.
  • Creative Planning first reported a position in Charles Schwab in Q2 2013 and has held it in 53 quarters since.
  • Creative Planning's Charles Schwab position peaked at $119M in Q1 2022.
  • 2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

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