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SCHD
Showing 8 of 24 quarters

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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
2.8M
+7.2%
$86.2M0.4%$31.59
38
2025-Q4
Decreased
2.6M
-46.3%
$71.9M0.3%$27.63
0
2025-Q3
Decreased
4.9M
-31.7%
$133.2M0.5%$26.83
0
2025-Q2
Decreased
7.1M
-5.7%
$189.4M0.8%$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
2024-Q2
Decreased
1.8M
-0.7%
$141.8M0.6%$24.49
0

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

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