Cresset Asset Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Cresset Asset Management’s Portfolio SCHM Stock Details SCHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.86M	Buy	240,307 +7,387	+3%	+$254K	0.03%	310
2026 Q1	$7.21M	Sell	232,920 -2,137	-0.9%	-$68K	0.03%	317
2025 Q4	$7.07M	Sell	235,057 -1,432	-0.6%	-$42.7K	0.03%	309
2025 Q3	$7.01M	Sell	236,489 -10,514	-4%	-$306K	0.03%	291
2025 Q2	$6.93M	Sell	247,003 -29,197	-11%	-$770K	0.03%	282
2025 Q1	$7.24M	Buy	276,200 +15,667	+6%	+$436K	0.04%	284
2024 Q4	$7.22M	Sell	260,533 -118,814	-31%	-$3.39M	0.03%	284
2024 Q3	$10.5M	Buy	379,347 +94,890	+33%	+$2.52M	0.04%	294
2024 Q2	$7.4M	Sell	284,457 -3,078	-1%	-$80.5K	0.03%	351
2024 Q1	$7.8M	Buy	287,535 +13,314	+5%	+$340K	0.04%	293
2023 Q4	$6.88M	Sell	274,221 -51,492	-16%	-$1.18M	0.04%	269
2023 Q3	$7.35M	Buy	325,713 +22,815	+8%	+$541K	0.03%	256
2023 Q2	$7.17M	Sell	302,898 -9,657	-3%	-$218K	0.01%	334
2023 Q1	$7.07M	Buy	312,555 +1,767	+0.6%	+$40.7K	0.14%	99
2022 Q4	$6.8M	Sell	310,788 -23,031	-7%	-$505K	0.09%	100
2022 Q3	$6.74M	Buy	333,819 +66,174	+25%	+$1.48M	0.09%	98
2022 Q2	$5.6M	Buy	267,645 +62,118	+30%	+$1.43M	0.07%	113
2022 Q1	$5.2M	Sell	205,527 -54,267	-21%	-$1.36M	0.05%	123
2021 Q4	$6.97M	Buy	+259,794	New	+$6.93M	0.07%	117
2020 Q2	–	Sell	-16,476	Closed	-$232K	–	726
2020 Q1	$232K	Hold	16,476	–	–	0.01%	470
2019 Q4	$330K	Hold	16,476	–	–	0.01%	400
2019 Q3	$311K	Hold	16,476	–	–	0.01%	375
2019 Q2	$315K	Buy	16,476 +1,986	+14%	+$37.2K	0.01%	331
2019 Q1	$268K	Buy	+14,490	New	+$259K	0.01%	296

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Cresset Asset Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 3.2% in Q2 2026, buying an estimated $254K and bringing the position to 240,307 shares worth $8.86M. The position accounts for 0.03% of the portfolio, ranked #310.

Cresset Asset Management first reported a position in SCHM in Q1 2019 and has held it in 24 quarters since. The position peaked at $10.5M in Q3 2024. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Cresset Asset Management held 240,307 shares of Schwab US Mid-Cap ETF worth $8.86M as of Q2 2026.
Cresset Asset Management bought 7,387 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $254K.
Schwab US Mid-Cap ETF made up 0.03% of Cresset Asset Management's portfolio in Q2 2026, its #310 holding.
Cresset Asset Management first reported a position in Schwab US Mid-Cap ETF in Q1 2019 and has held it in 24 quarters since.
Cresset Asset Management's Schwab US Mid-Cap ETF position peaked at $10.5M in Q3 2024.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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