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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$71.9M	Sell	2,805,728 -23,170	-0.8%	-$622K	0.31%	53
2025 Q4	$76.1M	Sell	2,828,898 -6,137	-0.2%	-$164K	0.32%	48
2025 Q3	$74.7M	Buy	2,835,035 +28,045	+1%	+$712K	0.33%	47
2025 Q2	$68.6M	Sell	2,806,990 -311,755	-10%	-$7.05M	0.34%	46
2025 Q1	$68.9M	Sell	3,118,745 -762,343	-20%	-$17.7M	0.34%	49
2024 Q4	$90M	Sell	3,881,088 -1,576,236	-29%	-$36.7M	0.43%	37
2024 Q3	$123M	Sell	5,457,324 -191,721	-3%	-$4.18M	0.48%	31
2024 Q2	$121M	Sell	5,649,045 -410,784	-7%	-$8.49M	0.51%	28
2024 Q1	$125M	Sell	6,059,829 -53,775	-0.9%	-$1.06M	0.6%	27
2023 Q4	$115M	Sell	6,113,604 -162,126	-3%	-$2.85M	0.69%	25
2023 Q3	$106M	Sell	6,275,730 -221,517	-3%	-$3.89M	0.41%	34
2023 Q2	$113M	Buy	6,497,247 +897,858	+16%	+$14.8M	0.14%	55
2023 Q1	$90.3M	Sell	5,599,389 -1,472,175	-21%	-$23.2M	1.81%	12
2022 Q4	$106M	Buy	7,071,564 +3,766,824	+114%	+$57M	1.35%	13
2022 Q3	$46.7M	Buy	3,304,740 +9,537	+0.3%	+$150K	0.59%	22
2022 Q2	$49M	Sell	3,295,203 -15,984	-0.5%	-$259K	0.6%	21
2022 Q1	$59.4M	Buy	3,311,187 +306,387	+10%	+$5.42M	0.62%	22
2021 Q4	$57M	Buy	3,004,800 +35,232	+1%	+$651K	0.55%	25
2021 Q3	$51.5M	Sell	2,969,568 -144,108	-5%	-$2.57M	0.69%	18
2021 Q2	$54M	Sell	3,113,676 -51,684	-2%	-$872K	0.76%	17
2021 Q1	$50.7M	Sell	3,165,360 -31,206	-1%	-$489K	0.8%	16
2020 Q4	$48.5M	Sell	3,196,566 -342,714	-10%	-$4.9M	0.79%	15
2020 Q3	$47.6M	Buy	3,539,280 +379,692	+12%	+$5.04M	0.89%	14
2020 Q2	$39M	Sell	3,159,588 -2,975,976	-49%	-$34.7M	0.86%	16
2020 Q1	$62.6M	Buy	6,135,564 +1,684,896	+38%	+$20.5M	1.9%	8
2019 Q4	$57M	Buy	4,450,668 +1,751,586	+65%	+$21.5M	1.54%	10
2019 Q3	$31.9M	Buy	2,699,082 +2,601,330	+2,661%	+$30.7M	0.98%	14
2019 Q2	$1.15M	Buy	97,752 +42,624	+77%	+$490K	0.04%	163
2019 Q1	$621K	Buy	55,128 +7,770	+16%	+$84.2K	0.02%	157
2018 Q4	$472K	Buy	+47,358	New	+$508K	0.03%	129

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Cresset Asset Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.82% in Q1 2026, selling an estimated $622K and leaving 2,805,728 shares worth $71.9M. The position accounts for 0.31% of the portfolio, ranked #53.

Cresset Asset Management first reported a position in SCHX in Q4 2018 and has held it in 30 quarters since. The position peaked at $125M in Q1 2024. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Cresset Asset Management held 2,805,728 shares of Schwab US Large- Cap ETF worth $71.9M as of Q1 2026.
Cresset Asset Management sold 23,170 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $622K.
Schwab US Large- Cap ETF made up 0.31% of Cresset Asset Management's portfolio in Q1 2026, its #53 holding.
Cresset Asset Management first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 30 quarters since.
Cresset Asset Management's Schwab US Large- Cap ETF position peaked at $125M in Q1 2024.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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