Creative Planning's ownership history for SCHW

Creative Planning currently holds 679.2K shares with a market value of $67.9M. It started holding SCHW on 2024-09-30. At its peak, it held 679.2K shares on 2025-12-31. Its highest holding value was $67.9M on 2025-12-31. At its lowest, it held 508.1K shares on 2025-06-30, with a value of $31.9M on 2024-09-30. In the recent 180 days, Creative Planning has increased its shares by 171.2K. In the recent year, Creative Planning has increased its shares by 165.7K.

It has also owned 200 contracts of puts, with the market value of the underlying securities totaling $1.1K on 2024-12-31. At its peak, it held 200 contracts of puts on 2024-12-31 and it owned puts with the market value of the underlying securities totaling $39.4K on 2025-06-30. At its lowest, it held 200 contracts of puts on 2024-12-31 and it owned puts with the market value of the underlying securities totaling $1.0K on 2024-12-31. In the recent 180 days, Creative Planning has increased its holdings by 0 contracts. In the recent year, Creative Planning has increased its holdings by 679.0K contracts.