Schwab Strategic Tr shares owned by Cresset Asset Management
Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Cresset Asset Management
from 13F filings
Historical chart of Cresset Asset Management investment in Schwab Strategic Tr
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Quarterly reported holdings in Schwab Strategic Tr by Cresset Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $92M | 3.3M | 27.94 |
| 2025-06-30 | $88M | 3.2M | 27.35 |
| 2025-03-31 | $81M | 3.2M | 25.38 |
| 2024-12-31 | $44M | 1.9M | 23.12 |
| 2024-09-30 | $52M | 2.0M | 26.17 |
| 2024-06-30 | $42M | 1.7M | 23.92 |
| 2024-03-31 | $43M | 1.8M | 24.26 |
| 2023-12-31 | $41M | 1.7M | 24.59 |
| 2023-09-30 | $37M | 1.6M | 23.00 |
| 2023-06-30 | $36M | 1.5M | 23.94 |