Skip to content
Disclosery

Cresset Asset Management, LLC: SCHC position timeline

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

Cresset Asset Management, LLC held 24,238 SCHC 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 24,238 shares
    Change vs previous 13F -46 shares

    <0.01% of the 13F portfolio, value $1,166,331.

    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 24,284 shares
    Change vs previous 13F +108 shares

    <0.01% of the 13F portfolio, value $1,135,022.

    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 24,176 shares
    Change vs previous 13F -59 shares

    <0.01% of the 13F portfolio, value $1,100,721.

    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 24,235 shares
    Change vs previous 13F +5,100 shares

    <0.01% of the 13F portfolio, value $1,102,948.

    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 19,135 shares
    Change vs previous 13F -2,252 shares

    <0.01% of the 13F portfolio, value $814,972.

    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 21,387 shares
    Change vs previous 13F +2,045 shares

    <0.01% of the 13F portfolio, value $767,368.

    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 19,342 shares
    Change vs previous 13F -9,284 shares

    <0.01% of the 13F portfolio, value $664,014.

    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 28,626 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,102,944.

    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).