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Cresset Asset Management, LLC: SCHW position timeline

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

Cresset Asset Management, LLC held 445,551 SCHW 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 445,551 shares
    Change vs previous 13F +2,715 shares

    0.15% of the 13F portfolio, value $41,111,047.

    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 442,836 shares
    Change vs previous 13F +7,656 shares

    0.18% of the 13F portfolio, value $41,617,766.

    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 435,180 shares
    Change vs previous 13F +52,156 shares

    0.18% of the 13F portfolio, value $43,478,833.

    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 383,024 shares
    Change vs previous 13F +8,921 shares

    0.16% of the 13F portfolio, value $36,567,365.

    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 374,103 shares
    Change vs previous 13F -3,871 shares

    0.17% of the 13F portfolio, value $34,133,111.

    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 377,974 shares
    Change vs previous 13F -6,825 shares

    0.15% of the 13F portfolio, value $29,587,821.

    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 384,799 shares
    Change vs previous 13F -149,683 shares

    0.14% of the 13F portfolio, value $28,478,953.

    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 534,482 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $34,639,789.

    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).