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Cresset Asset Management, LLC: SCHF position timeline

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

Cresset Asset Management, LLC held 7,217,108 SCHF 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 7,217,108 shares
    Change vs previous 13F +209,862 shares

    0.73% of the 13F portfolio, value $199,913,890.

    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 7,007,246 shares
    Change vs previous 13F +822,308 shares

    0.75% of the 13F portfolio, value $173,429,319.

    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 6,184,938 shares
    Change vs previous 13F +73,168 shares

    0.63% of the 13F portfolio, value $148,685,926.

    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 6,111,770 shares
    Change vs previous 13F +574,246 shares

    0.63% of the 13F portfolio, value $142,282,003.

    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 5,537,524 shares
    Change vs previous 13F -124,905 shares

    0.61% of the 13F portfolio, value $122,379,278.

    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 5,662,429 shares
    Change vs previous 13F -811,331 shares

    0.56% of the 13F portfolio, value $112,002,855.

    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 6,473,760 shares
    Change vs previous 13F +3,487,364 shares

    0.58% of the 13F portfolio, value $119,764,606.

    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 2,986,396 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $122,800,624.

    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).