Position history for Cresset Asset Management, LLC's holdings in SCHWAB STRATEGIC TR
Cresset Asset Management, LLC holds 2.8M shares of SCHD (SCHWAB STRATEGIC TR), worth $86.2M as of 2026-Q1. The position was increased (+7.2% shares). SCHD represents 0.4% of Cresset Asset Management, LLC's portfolio.
Current Value
$86.2M
Current Shares
2.8M
Total Value Change
-$55.6M
Total Shares Change
+1M
Other major holders of SCHD: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, Rakuten Investment Management, Inc., BANK OF AMERICA CORP /DE/
Increased |
| 2.8M |
+7.2% |
| $86.2M |
| 0.4% |
| $31.59 |
38 |
| 2025-Q4 | Decreased | 2.6M | -46.3% | $71.9M | 0.3% | $27.63 | 0 |
| 2025-Q3 | Decreased | 4.9M | -31.7% | $133.2M | 0.5% | $26.83 | 0 |
| 2025-Q2 | Decreased | 7.1M | -5.7% | $189.4M | 0.8% | $25.87 | 0 |
| 2025-Q1 | Increased | 7.6M | +37.5% | $212M | 1.1% | $26.78 | 63 |
| 2024-Q4 | Increased | 5.5M | +186.0% | $150.6M | 0.7% | $26.20 | 69 |
| 2024-Q3 | Increased | 1.9M | +6.8% | $163M | 0.6% | $26.78 | 46 |
| 2024-Q2 | Decreased | 1.8M | -0.7% | $141.8M | 0.6% | $24.49 | 0 |