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Cresset Asset Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Cresset Asset Management’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.26M Buy
283,575
+1,710
+0.6% +$53.2K 0.04% 297
2025
Q4 		$9.19M Sell
281,865
-46,579
-14% -$1.51M 0.04% 268
2025
Q3 		$10.5M Buy
328,444
+2,488
+0.8% +$75.8K 0.05% 237
2025
Q2 		$9.52M Sell
325,956
-8,579
-3% -$227K 0.05% 227
2025
Q1 		$8.38M Buy
334,535
+66,526
+25% +$1.82M 0.04% 253
2024
Q4 		$7.47M Sell
268,009
-149,467
-36% -$4.09M 0.04% 276
2024
Q3 		$10.9M Buy
417,476
+137,752
+49% +$3.47M 0.04% 284
2024
Q2 		$7.06M Buy
279,724
+592
+0.2% +$14K 0.03% 358
2024
Q1 		$6.47M Buy
279,132
+100,992
+57% +$2.23M 0.03% 338
2023
Q4 		$3.69M Buy
178,140
+1,636
+0.9% +$31.6K 0.02% 396
2023
Q3 		$3.21M Buy
176,504
+716
+0.4% +$13.5K 0.01% 420
2023
Q2 		$3.29M Sell
175,788
-24,364
-12% -$418K ﹤0.01% 509
2023
Q1 		$3.26M Sell
200,152
-39,236
-16% -$596K 0.07% 172
2022
Q4 		$1.66M Buy
239,388
+52,672
+28% +$757K 0.02% 227
2022
Q3 		$2.6M Sell
186,716
-1,188
-0.6% -$18.6K 0.03% 184
2022
Q2 		$2.73M Buy
187,904
+161,864
+622% +$2.59M 0.03% 184
2022
Q1 		$487K Buy
+26,040
New +$475K 0.01% 614

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Cresset Asset Management's SCHG Position: Q1 2026 in Review

Cresset Asset Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.61% in Q1 2026, buying an estimated $53.2K and bringing the position to 283,575 shares worth $8.26M. The position accounts for 0.04% of the portfolio, ranked #297.

Cresset Asset Management first reported a position in SCHG in Q1 2022 and has held it in 17 quarters since. The position peaked at $10.9M in Q3 2024. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Cresset Asset Management held 283,575 shares of Schwab US Large-Cap Growth ETF worth $8.26M as of Q1 2026.
  • Cresset Asset Management bought 1,710 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $53.2K.
  • Schwab US Large-Cap Growth ETF made up 0.04% of Cresset Asset Management's portfolio in Q1 2026, its #297 holding.
  • Cresset Asset Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2022 and has held it in 17 quarters since.
  • Cresset Asset Management's Schwab US Large-Cap Growth ETF position peaked at $10.9M in Q3 2024.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.