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Cresset Asset Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Cresset Asset Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.5M Buy
534,573
+172,665
+48% +$4.83M 0.06% 202
2026
Q1 		$9.08M Buy
361,908
+1,800
+0.5% +$47.2K 0.04% 274
2025
Q4 		$9.45M Buy
360,108
+14,809
+4% +$386K 0.04% 264
2025
Q3 		$8.88M Sell
345,299
-2,203
-0.6% -$54.5K 0.04% 260
2025
Q2 		$8.28M Sell
347,502
-64,379
-16% -$1.42M 0.04% 249
2025
Q1 		$8.87M Buy
411,881
+114,198
+38% +$2.6M 0.04% 244
2024
Q4 		$6.76M Sell
297,683
-268,153
-47% -$6.12M 0.03% 295
2024
Q3 		$12.5M Buy
565,836
+259,356
+85% +$5.54M 0.05% 255
2024
Q2 		$6.44M Buy
306,480
+16,248
+6% +$329K 0.03% 376
2024
Q1 		$5.91M Buy
290,232
+16,836
+6% +$326K 0.03% 357
2023
Q4 		$5.07M Sell
273,396
-6,765
-2% -$117K 0.03% 335
2023
Q3 		$4.66M Sell
280,161
-4,194
-1% -$72.6K 0.02% 352
2023
Q2 		$4.9M Buy
284,355
+37,992
+15% +$619K 0.01% 418
2023
Q1 		$3.93M Buy
246,363
+9,408
+4% +$147K 0.08% 147
2022
Q4 		$3.51M Buy
236,955
+8,424
+4% +$127K 0.04% 151
2022
Q3 		$3.2M Sell
228,531
-3,411
-1% -$53.1K 0.04% 164
2022
Q2 		$3.38M Buy
231,942
+5,640
+2% +$90.5K 0.04% 158
2022
Q1 		$4.03M Sell
226,302
-4,248
-2% -$74.6K 0.04% 150
2021
Q4 		$4.34M Buy
230,550
+46,848
+26% +$862K 0.04% 156
2021
Q3 		$3.18M Buy
183,702
+912
+0.5% +$16.2K 0.04% 160
2021
Q2 		$3.18M Sell
182,790
-38,826
-18% -$657K 0.05% 150
2021
Q1 		$3.57M Sell
221,616
-21,786
-9% -$343K 0.06% 120
2020
Q4 		$3.69M Buy
243,402
+12,720
+6% +$181K 0.06% 109
2020
Q3 		$3.06M Sell
230,682
-11,730
-5% -$154K 0.06% 125
2020
Q2 		$2.97M Buy
242,412
+194,466
+406% +$2.24M 0.07% 114
2020
Q1 		$483K Buy
47,946
+3,948
+9% +$47.8K 0.01% 294
2019
Q4 		$564K Buy
+43,998
New +$540K 0.02% 282
2019
Q3 		– Sell
-28,044
Closed -$331K – 559
2019
Q2 		$331K Buy
+28,044
New +$324K 0.01% 321

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Cresset Asset Management's SCHB Position: Q2 2026 in Review

Cresset Asset Management increased its Schwab US Broad Market ETF (SCHB) stake by 48% in Q2 2026, buying an estimated $4.83M and bringing the position to 534,573 shares worth $15.5M. The position accounts for 0.06% of the portfolio, ranked #202.

Cresset Asset Management first reported a position in SCHB in Q2 2019 and has held it in 28 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Cresset Asset Management held 534,573 shares of Schwab US Broad Market ETF worth $15.5M as of Q2 2026.
  • Cresset Asset Management bought 172,665 Schwab US Broad Market ETF shares in Q2 2026, an estimated $4.83M.
  • Schwab US Broad Market ETF made up 0.06% of Cresset Asset Management's portfolio in Q2 2026, its #202 holding.
  • Cresset Asset Management first reported a position in Schwab US Broad Market ETF in Q2 2019 and has held it in 28 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.