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Schwab U S Small Cap ETF shares owned by Cresset Asset Management

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Cresset Asset Management from 13F filings

Historical chart of Cresset Asset Management investment in Schwab U S Small Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by Cresset Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Small Cap ETF by Cresset Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.7M 136k 49.24
2023-12-31 $6.5M 137k 47.24
2023-09-30 $5.6M 135k 41.42
2023-06-30 $6.0M 136k 43.80
2023-03-31 $5.4M 129k 41.93
2022-12-31 $6.2M 156k 39.51
2022-09-30 $3.5M 93k 37.80
2022-06-30 $3.4M 88k 38.64
2022-03-31 $3.8M 80k 47.36
2021-12-31 $3.9M 38k 102.40
2021-09-30 $2.7M 27k 100.10
2021-06-30 $1.5M 15k 104.20
2021-03-31 $1.2M 12k 99.67
2020-12-31 $1.0M 11k 89.00
2019-03-31 $47k 675 69.63
2018-12-31 $41k 675 60.74