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Schwab U S Large Cap Growth ETF shares owned by Cresset Asset Management

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

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

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth 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 Large Cap Growth ETF by Cresset Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 336k 31.91
2025-06-30 $9.9M 340k 29.21
2025-03-31 $8.4M 335k 25.04
2024-12-31 $7.5M 268k 27.87
2024-09-30 $11M 104k 104.18
2024-06-30 $7.1M 70k 100.95
2024-03-31 $6.5M 70k 92.72
2023-12-31 $3.7M 45k 82.97
2023-09-30 $3.2M 44k 72.72
2023-06-30 $3.3M 44k 74.95
2023-03-31 $3.3M 50k 65.17
2022-12-31 $1.7M 60k 27.80
2022-09-30 $2.6M 47k 55.81
2022-06-30 $2.7M 47k 58.01
2022-03-31 $487k 6.5k 74.81