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Cresset Asset Management, LLC: SCHB position timeline

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

Cresset Asset Management, LLC held 534,573 SCHB 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 534,573 shares
    Change vs previous 13F +172,665 shares

    0.06% of the 13F portfolio, value $15,481,229.

    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 361,908 shares
    Change vs previous 13F +1,800 shares

    0.04% of the 13F portfolio, value $9,083,891.

    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 360,108 shares
    Change vs previous 13F +14,809 shares

    0.04% of the 13F portfolio, value $9,445,648.

    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 345,299 shares
    Change vs previous 13F -2,203 shares

    0.04% of the 13F portfolio, value $8,877,644.

    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 347,502 shares
    Change vs previous 13F -64,379 shares

    0.04% of the 13F portfolio, value $8,280,988.

    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 411,881 shares
    Change vs previous 13F +114,198 shares

    0.04% of the 13F portfolio, value $8,867,794.

    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 297,683 shares
    Change vs previous 13F +109,071 shares

    0.03% of the 13F portfolio, value $6,757,407.

    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 188,612 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $12,546,465.

    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).