Skip to content
Disclosery

Cresset Asset Management, LLC: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cresset Asset Management, LLC on SCHA, newest first. How the timeline and the estimate are built.

Cresset Asset Management, LLC held 154,468 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 154,468 shares
    Change vs previous 13F +30,822 shares

    0.02% of the 13F portfolio, value $5,580,933.

    13F-HR 0001172661-26-003461 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 123,646 shares
    Change vs previous 13F -55,837 shares

    0.02% of the 13F portfolio, value $3,595,628.

    13F-HR 0001172661-26-002185 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 179,483 shares
    Change vs previous 13F +8,809 shares

    0.02% of the 13F portfolio, value $5,111,658.

    13F-HR 0001172661-26-001073 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 170,674 shares
    Change vs previous 13F -9,851 shares

    0.02% of the 13F portfolio, value $4,761,812.

    13F-HR/A 0001172661-26-000269 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 180,525 shares
    Change vs previous 13F -103,958 shares

    0.02% of the 13F portfolio, value $4,567,276.

    13F-HR/A 0001172661-26-000268 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 284,483 shares
    Change vs previous 13F +80,269 shares

    0.03% of the 13F portfolio, value $6,665,427.

    13F-HR 0001172661-25-001764 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 204,214 shares
    Change vs previous 13F +98,664 shares

    0.03% of the 13F portfolio, value $5,280,971.

    13F-HR 0001172661-25-000925 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 105,550 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,435,825.

    13F-HR 0001172661-24-004738 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).