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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overviewAll 13F holders of SCHWFull Q2 2026 holdings

Shares (Q2 2026)
746,571
Value
$68.9M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SCHW by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026746,571$68.9M<0.1%+6,854+0.9%AddedHolders
Q1 2026739,717$69.5M<0.1%+60,482+8.9%AddedHolders
Q4 2025679,235$67.9M<0.1%+9,578+1.4%AddedHolders
Q3 2025669,657$63.9M<0.1%+161,577+31.8%AddedHolders
Q2 2025508,080$46.4M<0.1%−20,504−3.9%ReducedHolders
Q1 2025528,584$41.4M<0.1%+15,005+2.9%AddedHolders
Q4 2024513,579$38.0M<0.1%+2,203+0.4%AddedHolders
Q3 2024511,376$31.9M<0.1%+79,166+18.3%AddedHolders
Q2 2024432,210$31.8M<0.1%+9,571+2.3%AddedHolders
Q1 2024422,639$30.6M<0.1%−12,230−2.8%ReducedHolders
Q4 2023434,869$29.9M0.1%+24,007+5.8%AddedHolders
Q3 2023410,862$22.6M<0.1%−4,785−1.2%ReducedHolders
Q2 2023415,647$23.6M<0.1%+39,125+10.4%AddedHolders
Q1 2023376,522$19.7M<0.1%+32,256+9.4%AddedHolders
Q4 2022344,266$28.7M<0.1%+9,793+2.9%AddedHolders
Q3 2022334,473$24.0M<0.1%−1,084,474−76.4%ReducedHolders
Q2 20221,418,947$89.6M0.1%+3,272+0.2%AddedHolders
Q1 20221,415,675$119.4M0.2%+42,516+3.1%AddedHolders
Q4 20211,373,159$115.5M0.2%+3,369+0.2%AddedHolders
Q3 20211,369,790$99.8M0.2%+30,500+2.3%AddedHolders
Q2 20211,339,290$97.5M0.2%−9,254−0.7%ReducedHolders
Q1 20211,348,544$87.9M0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.