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Cresset Asset Management, LLC: SCHV position timeline

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

Cresset Asset Management, LLC held 249,955 SCHV 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 249,955 shares
    Change vs previous 13F +210 shares

    0.03% of the 13F portfolio, value $8,700,931.

    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 249,745 shares
    Change vs previous 13F +27,795 shares

    0.03% of the 13F portfolio, value $7,617,219.

    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 221,950 shares
    Change vs previous 13F +4,717 shares

    0.03% of the 13F portfolio, value $6,571,944.

    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 217,233 shares
    Change vs previous 13F +309 shares

    0.03% of the 13F portfolio, value $6,323,634.

    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 216,924 shares
    Change vs previous 13F -31,297 shares

    0.03% of the 13F portfolio, value $6,002,273.

    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 248,221 shares
    Change vs previous 13F +3,618 shares

    0.03% of the 13F portfolio, value $6,597,710.

    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 244,603 shares
    Change vs previous 13F +163,888 shares

    0.03% of the 13F portfolio, value $6,376,803.

    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 80,715 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $6,487,025.

    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).