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SCHDSCHD
Showing 8 of 25 quarters

Position history for Cresset Asset Management, LLCCresset Asset Management, LLC's holdings in SCHWAB US DVD EQUITY ETF

Cresset Asset Management, LLC holds 3M shares of SCHD (SCHWAB US DVD EQUITY ETF), worth $94.8M as of 2026-Q2. The position was increased (+6.4% shares). SCHD represents 0.3% of Cresset Asset Management, LLC's portfolio.

Current Value

$94.8M

Current Shares

3M

Total Value Change

-$68.2M

Total Shares Change

+1.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
3M
+6.4%
$94.8M0.3%$31.71
38
2026-Q1
Increased
2.8M
+7.2%
$86.2M0.4%$31.59
38
2025-Q4
Increased
2.6M
+6.1%
$71.9M0.3%$27.63
38
2025-Q3
Increased
2.5M
+2.7%
$67.5M0.3%$26.83
36
2025-Q2
Decreased
2.4M
-68.3%
$63.8M0.3%$25.87
0
2025-Q1
Increased
7.6M
+37.5%
$212M1.1%$26.78
63
2024-Q4
Increased
5.5M
+186.0%
$150.6M0.7%$26.20
69
2024-Q3
Increased
1.9M
+6.8%
$163M0.6%$26.78
46

Other major holders of SCHD: Steward Partners Investment Advisory, LLC, Rakuten Investment Management, Inc., BANK OF AMERICA CORP /DE/

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