Creative Planning
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Creative Planning’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Creative Planning’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21.6M Sell
928,751
-24,306
-3% -$569K 0.01% 410
2025
Q4 		$22.3M Buy
953,057
+523,300
+122% +$12.3M 0.02% 352
2025
Q3 		$10.1M Buy
429,757
+505
+0.1% +$11.7K 0.01% 553
2025
Q2 		$9.98M Buy
429,252
+24,257
+6% +$557K 0.01% 514
2025
Q1 		$9.38M Sell
404,995
-12,623
-3% -$289K 0.01% 504
2024
Q4 		$9.48M Buy
417,618
+22,276
+6% +$515K 0.01% 462
2024
Q3 		$9.39M Buy
395,342
+11,320
+3% +$265K 0.01% 451
2024
Q2 		$8.75M Sell
384,022
-11,620
-3% -$263K 0.01% 447
2024
Q1 		$9.1M Sell
395,642
-35,410
-8% -$814K 0.01% 430
2023
Q4 		$10M Sell
431,052
-132,120
-23% -$2.96M 0.02% 375
2023
Q3 		$12.5M Buy
563,172
+58,026
+11% +$1.31M 0.02% 316
2023
Q2 		$11.7M Sell
505,146
-6,938
-1% -$161K 0.02% 318
2023
Q1 		$12M Sell
512,084
-54,734
-10% -$1.27M 0.02% 307
2022
Q4 		$12.9M Sell
566,818
-271,516
-32% -$6.18M 0.02% 282
2022
Q3 		$19M Sell
838,334
-612,998
-42% -$14.6M 0.03% 197
2022
Q2 		$34.7M Sell
1,451,332
-784,482
-35% -$19M 0.06% 133
2022
Q1 		$56.5M Buy
2,235,814
+1,505,308
+206% +$39.1M 0.09% 100
2021
Q4 		$19.7M Sell
730,506
-36,870
-5% -$997K 0.03% 187
2021
Q3 		$20.8M Buy
767,376
+44,316
+6% +$1.22M 0.04% 174
2021
Q2 		$19.7M Sell
723,060
-111,514
-13% -$3.03M 0.04% 176
2021
Q1 		$22.5M Sell
834,574
-19,870
-2% -$545K 0.05% 157
2020
Q4 		$23.9M Buy
854,444
+115,058
+16% +$3.22M 0.05% 146
2020
Q3 		$20.7M Sell
739,386
-38,038
-5% -$1.07M 0.05% 135
2020
Q2 		$21.9M Sell
777,424
-105,314
-12% -$2.93M 0.06% 114
2020
Q1 		$24M Sell
882,738
-156,844
-15% -$4.24M 0.08% 97
2019
Q4 		$27.8M Sell
1,039,582
-20,992
-2% -$563K 0.08% 96
2019
Q3 		$28.6M Buy
1,060,574
+116,780
+12% +$3.12M 0.09% 91
2019
Q2 		$25M Buy
943,794
+109,784
+13% +$2.86M 0.08% 98
2019
Q1 		$21.6M Buy
834,010
+103,590
+14% +$2.64M 0.08% 97
2018
Q4 		$18.5M Buy
730,420
+58,042
+9% +$1.45M 0.08% 100
2018
Q3 		$16.9M Buy
672,378
+62,246
+10% +$1.57M 0.06% 117
2018
Q2 		$15.4M Buy
610,132
+72,112
+13% +$1.82M 0.06% 117
2018
Q1 		$13.7M Buy
538,020
+126,164
+31% +$3.23M 0.06% 121
2017
Q4 		$10.7M Buy
411,856
+74,844
+22% +$1.95M 0.05% 139
2017
Q3 		$8.82M Buy
337,012
+40,806
+14% +$1.07M 0.04% 153
2017
Q2 		$7.74M Buy
296,206
+96,052
+48% +$2.51M 0.04% 166
2017
Q1 		$5.18M Buy
200,154
+47,850
+31% +$1.24M 0.03% 202
2016
Q4 		$3.92M Buy
152,304
+48,016
+46% +$1.26M 0.02% 247
2016
Q3 		$2.8M Buy
104,288
+72,964
+233% +$1.96M 0.02% 307
2016
Q2 		$841K Buy
31,324
+21,076
+206% +$559K 0.01% 568
2016
Q1 		$271K Buy
10,248
+10,094
+6,555% +$264K ﹤0.01% 1059
2015
Q4 		$4K Sell
154
-1,822
-92% -$47.2K ﹤0.01% 3805
2015
Q3 		$52K Buy
+1,976
New +$51.2K ﹤0.01% 2015
2015
Q2 		– Sell
-154
Closed -$4K – 2661
2015
Q1 		$4K Sell
154
-84
-35% -$2.21K ﹤0.01% 3653
2014
Q4 		$6K Hold
238
– – ﹤0.01% 3418
2014
Q3 		$6K Buy
238
+84
+55% +$2.17K ﹤0.01% 3217
2014
Q2 		$4K Buy
+154
New +$3.97K ﹤0.01% 3323

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning's SCHZ Position: Q1 2026 in Review

Creative Planning reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 2.6% in Q1 2026, selling an estimated $569K and leaving 928,751 shares worth $21.6M. The position accounts for 0.01% of the portfolio, ranked #410.

Creative Planning first reported a position in SCHZ in Q2 2014 and has held it in 47 quarters since. The position peaked at $56.5M in Q1 2022. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Creative Planning held 928,751 shares of Schwab US Aggregate Bond ETF worth $21.6M as of Q1 2026.
  • Creative Planning sold 24,306 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $569K.
  • Schwab US Aggregate Bond ETF made up 0.01% of Creative Planning's portfolio in Q1 2026, its #410 holding.
  • Creative Planning first reported a position in Schwab US Aggregate Bond ETF in Q2 2014 and has held it in 47 quarters since.
  • Creative Planning's Schwab US Aggregate Bond ETF position peaked at $56.5M in Q1 2022.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

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