Schwab U S Broad Market ETF shares owned by Cresset Asset Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Cresset Asset Management
from 13F filings
Historical chart of Cresset Asset Management investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Cresset Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.8M | 380k | 25.71 |
| 2025-06-30 | $9.5M | 399k | 23.83 |
| 2025-03-31 | $8.9M | 412k | 21.53 |
| 2024-12-31 | $6.8M | 298k | 22.70 |
| 2024-09-30 | $13M | 189k | 66.52 |
| 2024-06-30 | $6.4M | 102k | 62.87 |
| 2024-03-31 | $5.9M | 97k | 61.05 |
| 2023-12-31 | $5.1M | 91k | 55.67 |
| 2023-09-30 | $4.7M | 93k | 49.85 |
| 2023-06-30 | $4.9M | 95k | 51.70 |
| 2023-03-31 | $3.9M | 82k | 47.85 |
| 2022-12-31 | $3.5M | 79k | 44.39 |
| 2022-09-30 | $3.2M | 76k | 41.99 |
| 2022-06-30 | $3.4M | 77k | 43.67 |
| 2022-03-31 | $4.0M | 75k | 53.40 |
| 2021-12-31 | $4.3M | 38k | 113.05 |
| 2021-09-30 | $3.2M | 31k | 103.86 |
| 2021-06-30 | $3.2M | 31k | 104.28 |
| 2021-03-31 | $3.6M | 37k | 96.71 |
| 2020-12-31 | $3.7M | 41k | 90.99 |
| 2020-09-30 | $3.1M | 38k | 79.64 |
| 2020-06-30 | $3.0M | 40k | 73.46 |
| 2020-03-31 | $483k | 8.0k | 60.44 |
| 2019-12-31 | $564k | 7.3k | 76.91 |
| 2019-06-30 | $331k | 4.7k | 70.82 |