How many shares of SCHX does Cresset Asset Management, LLC own?

As of 2026-Q2, Cresset Asset Management, LLC holds 2.8M shares of SCHX (SCHWAB US LARGE-CAP ETF).

What is Cresset Asset Management, LLC's SCHX position worth?

As of 2026-Q2, Cresset Asset Management, LLC's SCHX position is worth $82.7M.

Is Cresset Asset Management, LLC buying or selling SCHX?

In 2026-Q2, Cresset Asset Management, LLC increased their SCHX position (+0.2% change in shares).

When did Cresset Asset Management, LLC first buy SCHX?

Based on available 13F filings, Cresset Asset Management, LLC first reported a position in SCHX in 2018-Q4. They have held the position across 31 quarters.

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Cresset Asset Management, LLC

SCHX
31 quarters

Position history for Cresset Asset Management, LLC's holdings in SCHWAB US LARGE-CAP ETF

Current Value

$82.7M

Current Shares

2.8M

Total Value Change

+$82.2M

Total Shares Change

+2.8M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	2.8M	+0.2%	$82.7M	0.3%	$29.43	36
2026-Q1	Decreased	2.8M	-0.8%	$71.9M	0.3%	$26.83	0
2025-Q4	Decreased	2.8M	-0.2%	$76.1M	0.3%	$27.12	0
2025-Q3	Increased	2.8M	+1.0%	$74.7M	0.3%	$26.19	36
2025-Q2	Decreased	2.8M	-10.0%	$68.6M	0.3%	$24.19	0
2025-Q1	Decreased	3.1M	-19.6%	$68.9M	0.3%	$21.77	0
2024-Q4	Increased	3.9M	+113.3%	$90M	0.4%	$23.00	58
2024-Q3	Decreased	1.8M	-3.4%	$123.4M	0.5%	$22.20	0
2024-Q2	Decreased	1.9M	-6.8%	$121.4M	0.5%	$21.03	0
2024-Q1	Decreased	2M	-0.9%	$125.4M	0.6%	$20.25	0
2023-Q4	Decreased	2M	-2.6%	$114.9M	0.7%	$18.35	0
2023-Q3	Decreased	2.1M	-3.4%	$105.9M	0.4%	$16.39	0
2023-Q2	Increased	2.2M	+16.0%	$113.4M	0.1%	$16.71	42
2023-Q1	Decreased	1.9M	-20.8%	$90.3M	1.8%	$15.32	0
2022-Q4	Increased	2.4M	+114.0%	$106.4M	1.3%	$14.46	76
2022-Q3	Increased	1.1M	+0.3%	$46.7M	0.6%	$13.70	41
2022-Q2	Decreased	1.1M	-0.5%	$49M	0.6%	$14.30	0
2022-Q1	Increased	1.1M	+120.4%	$59.4M	0.6%	$17.29	67
2021-Q4	Increased	500,800	+1.2%	$57M	0.6%	$18.01	42
2021-Q3	Decreased	494,928	-4.6%	$51.5M	0.7%	$16.52	0
2021-Q2	Decreased	518,946	-1.6%	$54M	0.8%	$16.28	0
2021-Q1	Decreased	527,560	-1.0%	$50.7M	0.8%	$14.92	0
2020-Q4	Decreased	532,761	-9.7%	$48.5M	0.8%	$14.10	0
2020-Q3	Increased	589,880	+12.0%	$47.6M	0.9%	$12.40	46
2020-Q2	Decreased	526,598	-48.5%	$39M	0.9%	$11.25	0
2020-Q1	Increased	1M	+37.9%	$62.6M	1.9%	$9.54	61
2019-Q4	Increased	741,778	+64.9%	$57M	1.5%	$11.68	68
2019-Q3	Increased	449,847	+2661.2%	$31.9M	1.0%	$10.70	66
2019-Q2	Increased	16,292	+77.3%	$1.1M	0.0%	$10.59	38
2019-Q1	Increased	9,188	+16.4%	$621,000	0.0%	$10.15	28
2018-Q4	New	7,893	-	$472,000	0.0%	$8.84	33

Other major holders of SCHX: CHARLES SCHWAB INVESTMENT MANAGEMENT INC, US BANCORP \DE\

SCHX31 quarters

SCHX
31 quarters