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Disclosery

CERTUITY, LLC: SCHV position timeline

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

CERTUITY, LLC held 259,028 SCHV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 259,028 shares
    Change vs previous 13F +37,388 shares

    0.44% of the 13F portfolio, value $9,016,776.

    13F-HR 0001800752-26-000004 filed by CERTUITY, 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 221,640 shares
    Change vs previous 13F +101,536 shares

    0.44% of the 13F portfolio, value $6,760,027.

    13F-HR 0001800752-26-000001 filed by CERTUITY, 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 120,104 shares
    Change vs previous 13F +49,864 shares

    0.22% of the 13F portfolio, value $3,556,284.

    13F-HR 0001172661-26-000396 filed by CERTUITY, 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 70,240 shares
    Change vs previous 13F +44,758 shares

    0.14% of the 13F portfolio, value $2,044,673.

    13F-HR 0001172661-25-004776 filed by CERTUITY, 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 25,482 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $705,082.

    13F-HR 0001172661-25-003246 filed by CERTUITY, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).