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Cresset Asset Management, LLC: SCHE position timeline

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

Cresset Asset Management, LLC held 366,286 SCHE 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 366,286 shares
    Change vs previous 13F +50,208 shares

    0.05% of the 13F portfolio, value $13,281,526.

    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 316,078 shares
    Change vs previous 13F -17,388 shares

    0.05% of the 13F portfolio, value $10,414,786.

    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 333,466 shares
    Change vs previous 13F -248 shares

    0.05% of the 13F portfolio, value $10,921,028.

    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 333,714 shares
    Change vs previous 13F +891 shares

    0.05% of the 13F portfolio, value $11,136,045.

    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 332,823 shares
    Change vs previous 13F -12,542 shares

    0.05% of the 13F portfolio, value $10,031,293.

    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 345,365 shares
    Change vs previous 13F -80,128 shares

    0.05% of the 13F portfolio, value $9,521,702.

    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 425,493 shares
    Change vs previous 13F -10,817 shares

    0.05% of the 13F portfolio, value $11,330,891.

    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 436,310 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $12,731,532.

    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).