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Cresset Asset Management, LLC: SCHX position timeline

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

Cresset Asset Management, LLC held 2,810,536 SCHX 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 2,810,536 shares
    Change vs previous 13F +4,808 shares

    0.3% of the 13F portfolio, value $82,714,063.

    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 2,805,728 shares
    Change vs previous 13F -23,170 shares

    0.31% of the 13F portfolio, value $71,938,879.

    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 2,828,898 shares
    Change vs previous 13F -6,137 shares

    0.32% of the 13F portfolio, value $76,125,634.

    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 2,835,035 shares
    Change vs previous 13F +28,045 shares

    0.33% of the 13F portfolio, value $74,674,832.

    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 2,806,990 shares
    Change vs previous 13F -311,755 shares

    0.34% of the 13F portfolio, value $68,602,826.

    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 3,118,745 shares
    Change vs previous 13F -762,343 shares

    0.35% of the 13F portfolio, value $68,861,893.

    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 3,881,088 shares
    Change vs previous 13F +2,061,980 shares

    0.43% of the 13F portfolio, value $89,963,611.

    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 1,819,108 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $123,426,444.

    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).