Creative Planning
Position in SMBS — Schwab Mortgage-Backed Securities ETF
CIK 1540235
OVERLAND PARK, KS
All Filings in SMBS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SMBS | $762,130 | 29,829 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 SMBS | $283,862 | 11,056 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||