Creative Planning
Position in SCHJ — Schwab 1-5 Year Corporate Bond ETF
CIK 1540235
OVERLAND PARK, KS
All Filings in SCHJ
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SCHJ | $1,909,165 | 77,216 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 SCHJ | $1,302,270 | 52,300 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 SCHJ | $666,854 | 26,733 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 SCHJ | $625,087 | 25,195 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 SCHJ | $506,376 | 20,551 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 SCHJ | $525,208 | 21,547 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 SCHJ | — | 10,698 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 SCHJ | — | 10,237 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 SCHJ | — | 8,271 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 SCHJ | — | 11,801 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 SCHJ | — | 8,677 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 SCHJ | — | 17,759 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 SCHJ | — | 9,752 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 SCHJ | — | 9,425 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 SCHJ | — | 8,774 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 SCHJ | — | 6,878 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 SCHJ | — | 6,925 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 SCHJ | — | 5,415 | Shares | Sole | 2022-02-11 | |
| 2021-03-31 SCHJ | — | 9,900 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||