Creative Planning

Position in SCHW — Schwab Charles Corp

CIK 1540235 OVERLAND PARK, KS

Back to SCHW Full portfolio

Position in SCHW

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$69,518,603

+$1,656,236 QoQ

Shares Held

739,717

+8.9% QoQ

Ownership

0.043%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.43705962828977607.ToString("F0")% Shared 0.ToString("F0")% None 99.56294037171023.ToString("F0")%

Common Shares in SCHW Over Time

Shares Held

Position Value (USD)

Derivatives in SCHW

reported options exposure · as of Mar 31, 2026

CallValue

CallShares

PutValue

$1,879,600

PutShares

20,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Capital Markets

Financial Services · as of Mar 31, 2026

Creative Planning holds $377,842,700 across 39 Capital Markets names. SCHW ranks #3 (18.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	138,077	$116,811,760
2	MS	Morgan Stanley	480,544	$79,083,126
3	SCHW	Schwab Charles Corp This page	739,717	$69,518,603
4	SF	Stifel Financial Corp	151,185	$11,175,595
5	HOOD	Robinhood Markets, Inc.	139,448	$9,663,746
6	MRX	Marex Group plc	208,711	$9,304,336
7	TW	Tradeweb Markets Inc.	74,797	$8,800,615
8	EVR	Evercore Inc.	25,207	$7,524,541

All Filings in SCHW

Export CSV

40 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,879,600	20,000	-97.3%	Put	Sole	2026-05-12
2026-03-31	$69,518,603	739,717	+3598.6%	Shares	Defined	2026-05-12
2025-12-31	$1,998,200	20,000	-97.1%	Put	Sole	2026-02-17
2025-12-31	$67,862,367	679,235	+1.4%	Shares	Sole	2026-02-17
2025-09-30	$63,932,152	669,657	+3248.3%	Shares	Defined	2025-11-14
2025-09-30	$1,909,400	20,000	-96.1%	Put	Sole	2025-11-14
2025-06-30	$46,357,219	508,080	+2440.4%	Shares	Sole	2025-08-08
2025-06-30	$1,824,800	20,000	-96.2%	Put	Sole	2025-08-08
2025-03-31	$41,377,555	528,584	+2542.9%	Shares	Sole	2025-05-15
2025-03-31	$1,565,600	20,000	0.0%	Put	Sole	2025-05-15
2024-12-31	$1,480,200	20,000	-96.1%	Put	Sole	2025-02-14
2024-12-31	$38,009,981	513,579	+0.4%	Shares	Defined	2025-02-14
2024-09-30	$33,142,278	511,376	+18.3%	Shares	Sole	2024-10-11
2024-06-30	$31,849,540	432,210	+2.3%	Shares	Defined	2024-08-15
2024-03-31	$30,573,704	422,639	+4126.4%	Shares	Defined	2024-05-13
2024-03-31	$723,400	10,000	-97.7%	Put	Sole	2024-05-13
2023-12-31	$29,918,986	434,869	+4248.7%	Shares	Defined	2024-02-14
2023-12-31	$688,000	10,000	0.0%	Put	Sole	2024-02-14
2023-09-30	$549,000	10,000	-97.6%	Put	Sole	2023-11-16
2023-09-30	$22,556,323	410,862	-1.2%	Shares	Defined	2023-11-16
2023-06-30	$23,558,871	415,647	+2222.1%	Shares	Sole	2023-07-21
2023-03-31	$937,602	17,900	-95.2%	Put	Sole	2023-05-15
2023-03-31	$19,722,221	376,522	+9.4%	Shares	Sole	2023-05-15
2022-12-31	$28,663,587	344,266	+2.9%	Shares	Sole	2023-02-10
2022-09-30	$24,038,574	334,473	+2997.0%	Shares	Sole	2022-11-03
2022-09-30	$776,196	10,800	-99.2%	Put	Sole	2022-11-03
2022-06-30	$89,649,071	1,418,947	+0.2%	Shares	Sole	2022-08-15
2022-03-31	$119,355,559	1,415,675	+283035.0%	Shares	Sole	2022-05-16
2022-03-31	$42,155	500	-100.0%	Call	Sole	2022-05-16
2021-12-31	$115,482,671	1,373,159	+0.2%	Shares	Sole	2022-02-11
2021-09-30	$99,775,503	1,369,790	+2.3%	Shares	Sole	2021-11-10
2021-06-30	$97,513,704	1,339,290	-0.7%	Shares	Sole	2021-08-04
2021-03-31	$87,898,097	1,348,544	+449414.7%	Shares	Sole	2021-04-30
2021-03-31	$19,554	300	+200.0%	Put	Sole	2021-04-30
2021-03-31	$6,518	100	-100.0%	Call	Sole	2021-04-30
2020-12-31	$71,885,960	1,355,316	+45077.2%	Shares	Sole	2021-01-29
2020-12-31	$159,120	3,000	-96.2%	Call	Sole	2021-01-29
2020-09-30	$2,894,088	79,881	-0.8%	Shares	Sole	2020-11-05
2020-06-30	$2,716,508	80,513	+5.6%	Shares	Sole	2020-07-23
2020-03-31	$2,562,314	76,214	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.