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Disclosery

Creative Planning: SCHE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Creative Planning on SCHE, newest first. How the timeline and the estimate are built.

Creative Planning held 21,086,695 SCHE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,086,695 shares
    Change vs previous 13F -671,447 shares

    0.45% of the 13F portfolio, value $764,603,564.

    13F-HR 0001540235-26-000004 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 21,758,142 shares
    Change vs previous 13F +2,851,208 shares

    0.49% of the 13F portfolio, value $716,930,785.

    13F-HR 0001540235-26-000003 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 18,906,934 shares
    Change vs previous 13F -218,542 shares

    0.44% of the 13F portfolio, value $619,202,098.

    13F-HR 0001540235-26-000002 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 19,125,476 shares
    Change vs previous 13F -401,142 shares

    0.49% of the 13F portfolio, value $638,217,145.

    13F-HR 0001540235-25-000008 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 19,526,618 shares
    Change vs previous 13F -551,684 shares

    0.5% of the 13F portfolio, value $588,532,262.

    13F-HR 0001540235-25-000006 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 20,078,302 shares
    Change vs previous 13F -355,498 shares

    0.52% of the 13F portfolio, value $553,558,807.

    13F-HR 0001540235-25-000003 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 20,433,800 shares
    Change vs previous 13F -794,379 shares

    0.53% of the 13F portfolio, value $544,152,111.

    13F-HR 0001540235-25-000002 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 21,228,179 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $619,438,268.

    13F-HR 0001540235-24-000006 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).