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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
Q2 		$82.7M Buy
2,810,536
+4,808
+0.2% +$137K 0.3% 57
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
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Cresset Asset Management increased its Schwab US Large- Cap ETF (SCHX) stake by 0.17% in Q2 2026, buying an estimated $137K and bringing the position to 2,810,536 shares worth $82.7M. The position accounts for 0.3% of the portfolio, ranked #57.

Cresset Asset Management first reported a position in SCHX in Q4 2018 and has held it in 31 quarters since. The position peaked at $125M in Q1 2024. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Cresset Asset Management held 2,810,536 shares of Schwab US Large- Cap ETF worth $82.7M as of Q2 2026.
  • Cresset Asset Management bought 4,808 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $137K.
  • Schwab US Large- Cap ETF made up 0.3% of Cresset Asset Management's portfolio in Q2 2026, its #57 holding.
  • Cresset Asset Management first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • Cresset Asset Management's Schwab US Large- Cap ETF position peaked at $125M in Q1 2024.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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