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
2026 Q1	$47.8K	Hold	20,000	–	–	﹤0.01%	3989
2025 Q4	$1.11K	Hold	20,000	–	–	﹤0.01%	3885
2025 Q3	$14.7K	Hold	20,000	–	–	﹤0.01%	3827
2025 Q2	$39.4K	Hold	20,000	–	–	﹤0.01%	3542
2025 Q1	$8.7K	Hold	20,000	–	–	﹤0.01%	3428
2024 Q4	$1K	Buy	+20,000	New	+$1.5M	﹤0.01%	3518
2024 Q2	–	Sell	-10,000	Closed	-$1.35K	–	3156
2024 Q1	$1.35K	Hold	10,000	–	–	﹤0.01%	2900
2023 Q4	$729	Hold	10,000	–	–	﹤0.01%	2740
2023 Q3	$21.6K	Buy	+10,000	New	+$604K	﹤0.01%	2586
2023 Q2	–	Sell	-17,900	Closed	-$200K	–	2799
2023 Q1	$200K	Buy	+17,900	New	+$1.31M	﹤0.01%	2129
2022 Q4	–	Sell	-10,800	Closed	-$16K	–	2594
2022 Q3	$16K	Buy	+10,800	New	+$750K	﹤0.01%	2195
2021 Q2	–	Sell	-300	Closed	-$1K	–	2511
2021 Q1	$1K	Buy	+300	New	+$18.2K	﹤0.01%	2597

Other funds holding SCHW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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.