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SCHYSCHY
13 quarters

Position history for Cresset Asset Management, LLCCresset Asset Management, LLC's holdings in SCHWAB STRATEGIC TR

Cresset Asset Management, LLC holds 3.7M shares of SCHY (SCHWAB STRATEGIC TR), worth $117.6M as of 2026-Q2. The position was increased (+4.8% shares). SCHY represents 0.4% of Cresset Asset Management, LLC's portfolio.

Current Value

$117.6M

Current Shares

3.7M

Total Value Change

+$81.5M

Total Shares Change

+2.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
3.7M
+4.8%
$117.6M0.4%$31.73
38
2026-Q1
Decreased
3.5M
-0.7%
$112M0.5%$32.44
0
2025-Q4
Increased
3.6M
+9.5%
$106.3M0.4%$29.94
39
2025-Q3
Increased
3.3M
+3.6%
$90.9M0.4%$27.56
37
2025-Q2
Decreased
3.1M
-1.0%
$85.9M0.4%$26.69
0
2025-Q1
Increased
3.2M
+68.6%
$80.5M0.4%$24.65
53
2024-Q4
Decreased
1.9M
-5.0%
$43.5M0.2%$22.25
0
2024-Q3
Increased
2M
+13.2%
$51.8M0.2%$25.10
40
2024-Q2
Decreased
1.7M
-0.3%
$41.9M0.2%$22.18
0
2024-Q1
Increased
1.8M
+4.6%
$42.6M0.2%$22.51
36
2023-Q4
Increased
1.7M
+5.4%
$41.2M0.2%$22.66
37
2023-Q3
Increased
1.6M
+5.4%
$36.6M0.1%$20.59
37
2023-Q2
New
1.5M
-
$36.1M0.0%$21.25
40

Other major holders of SCHY: JANE STREET GROUP, LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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