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Cresset Asset Management, LLC: SCHM position timeline

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

Cresset Asset Management, LLC held 240,307 SCHM 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 240,307 shares
    Change vs previous 13F +7,387 shares

    0.03% of the 13F portfolio, value $8,860,136.

    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 232,920 shares
    Change vs previous 13F -2,137 shares

    0.03% of the 13F portfolio, value $7,211,190.

    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 235,057 shares
    Change vs previous 13F -1,432 shares

    0.03% of the 13F portfolio, value $7,068,177.

    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 236,489 shares
    Change vs previous 13F -10,514 shares

    0.03% of the 13F portfolio, value $7,009,531.

    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 247,003 shares
    Change vs previous 13F -29,197 shares

    0.03% of the 13F portfolio, value $6,928,433.

    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 276,200 shares
    Change vs previous 13F +15,667 shares

    0.04% of the 13F portfolio, value $7,236,452.

    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 260,533 shares
    Change vs previous 13F +134,084 shares

    0.03% of the 13F portfolio, value $7,219,381.

    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 126,449 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $10,506,648.

    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).