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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Creative Planning's SCHW Position: Q1 2026 in Review

Creative Planning increased its Charles Schwab (SCHW) stake by 8.9% in Q1 2026, buying an estimated $5.93M and bringing the position to 739,717 shares worth $69.5M. The position accounts for 0.05% of the portfolio, ranked #169.

Creative Planning first reported a position in SCHW in Q2 2013 and has held it in 52 quarters since. The position peaked at $119M in Q1 2022. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Creative Planning held 739,717 shares of Charles Schwab worth $69.5M as of Q1 2026.
  • Creative Planning bought 60,482 Charles Schwab shares in Q1 2026, an estimated $5.93M.
  • Charles Schwab made up 0.05% of Creative Planning's portfolio in Q1 2026, its #169 holding.
  • Creative Planning first reported a position in Charles Schwab in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's Charles Schwab position peaked at $119M in Q1 2022.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

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