Cresset Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74.5M | Sell |
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|
2025
Q1 | $68.9M | Sell |
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|
2024
Q4 | $90M | Sell |
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|
2024
Q3 | $123M | Sell |
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|
2024
Q2 | $121M | Sell |
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|
2024
Q1 | $125M | Sell |
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|
2023
Q4 | $115M | Sell |
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|
2023
Q3 | $106M | Sell |
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|
2023
Q2 | $113M | Buy |
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|
2023
Q1 | $90.3M | Sell |
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|
2022
Q4 | $106M | Buy |
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|
2022
Q3 | $46.7M | Buy |
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|
2022
Q2 | $49M | Sell |
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|
2022
Q1 | $59.4M | Buy |
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|
2021
Q4 | $57M | Buy |
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|
2021
Q3 | $51.5M | Sell |
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|
2021
Q2 | $54M | Sell |
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|
2021
Q1 | $50.7M | Sell |
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|
2020
Q4 | $48.5M | Sell |
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|
2020
Q3 | $47.6M | Buy |
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|
2020
Q2 | $39M | Sell |
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|
2020
Q1 | $62.6M | Buy |
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|
2019
Q4 | $57M | Buy |
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|
2019
Q3 | $31.9M | Buy |
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|
2019
Q2 | $1.15M | Buy |
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|
2019
Q1 | $621K | Buy |
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|
2018
Q4 | $472K | Buy |
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