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Cresset Asset Management, LLC: SCHD position timeline

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

Cresset Asset Management, LLC held 2,989,722 SCHD 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 2,989,722 shares
    Change vs previous 13F +179,532 shares

    0.35% of the 13F portfolio, value $94,804,098.

    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 2,810,190 shares
    Change vs previous 13F +187,580 shares

    0.37% of the 13F portfolio, value $86,216,648.

    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 2,622,610 shares
    Change vs previous 13F +151,643 shares

    0.31% of the 13F portfolio, value $71,938,214.

    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 2,470,967 shares
    Change vs previous 13F +65,109 shares

    0.3% of the 13F portfolio, value $67,457,419.

    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 2,405,858 shares
    Change vs previous 13F -5,176,424 shares

    0.32% of the 13F portfolio, value $63,755,258.

    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 7,582,282 shares
    Change vs previous 13F +2,069,007 shares

    1.06% of the 13F portfolio, value $212,000,605.

    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 5,513,275 shares
    Change vs previous 13F +3,585,493 shares

    0.73% of the 13F portfolio, value $150,622,669.

    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 1,927,782 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $162,955,382.

    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).