Creative Planning SCCR β€” SCHWAB STRATEGIC TR

Ownership history in Creative Planning  Β·  1 quarter on record

AI Ownership Summary

Creative Planning reported SCHWAB STRATEGIC TR (SCCR) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. The latest visible filing shows SCCR at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SCCR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Creative Planning's position in SCHWAB STRATEGIC TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SCCR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Creative Planning held SCCR β€” position size vs. price
% of Fund (quarterly)    SCCR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 8,921 β€” β€” 0.00% $229K 2026-05-12 $25.49

FAQ About Creative Planning and SCCR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Creative Planning reported owning SCCR?

Creative Planning reported SCCR across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported SCCR position in Creative Planning's portfolio?

The largest reported portfolio weight for SCCR was 0.00% in 2026 Q1.

What is the latest reported SCCR position on this page?

The most recent filing on this page is 2026 Q1, when Creative Planning reported 8,921 shares, equal to 0.00% of portfolio, with an estimated market value of $229K.

What does the chart on this SCCR ownership page compare?

The chart compares Creative Planning's quarterly SCCR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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