Cresset Asset Management, LLC SCHD Holdings History
Cresset Asset Management, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Cresset Asset Management, LLC held 7.58 Mil shares of Schwab US Dividend Equity ETF(SCHD), totaling $212.00 Mil. This investment constitutes 1.06% of their stock portfolio, and Cresset Asset Management, LLC now holds 0.29% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2020Q2. And since then Cresset Asset Management, LLC has made 13 purchases of SCHD, at an average price of $43.06, for a total of 9.11 Mil shares. In addition, there have been 6 sales at an average price of $63.98 for 1.53 Mil shares. Based on historical transaction data and SCHD's current price of $26.39, Cresset Asset Management, LLC's estimated gain on his SCHD holdings is $-94.36 Mil, reflecting a -24.05% gain to date.
Cresset Asset Management, LLC SCHD ($26.39) Holding Chart
Cresset Asset Management, LLC SCHD ($26.39) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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