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Cresset Asset Management, LLC: SCHY position timeline

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

Cresset Asset Management, LLC held 3,706,911 SCHY 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 3,706,911 shares
    Change vs previous 13F +169,808 shares

    0.43% of the 13F portfolio, value $117,620,300.

    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 3,537,103 shares
    Change vs previous 13F -26,361 shares

    0.48% of the 13F portfolio, value $111,984,692.

    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 3,563,464 shares
    Change vs previous 13F +308,433 shares

    0.45% of the 13F portfolio, value $106,262,503.

    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 3,255,031 shares
    Change vs previous 13F +112,682 shares

    0.4% of the 13F portfolio, value $90,945,569.

    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 3,142,349 shares
    Change vs previous 13F -30,928 shares

    0.43% of the 13F portfolio, value $85,943,249.

    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 3,173,277 shares
    Change vs previous 13F +1,291,180 shares

    0.4% of the 13F portfolio, value $80,537,766.

    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 1,882,097 shares
    Change vs previous 13F -98,625 shares

    0.21% of the 13F portfolio, value $43,514,089.

    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 1,980,722 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $51,835,503.

    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).