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NEPC LLC: SCHP position timeline

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

NEPC LLC held 8,321,737 SCHP 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 8,321,737 shares
    Change vs previous 13F +374,251 shares

    4.12% of the 13F portfolio, value $220,526,031.

    13F-HR 0000929638-26-003046 filed by NEPC 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 7,947,486 shares
    Change vs previous 13F +375,375 shares

    4.21% of the 13F portfolio, value $211,482,602.

    13F-HR 0000929638-26-001872 filed by NEPC 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 7,572,111 shares
    Change vs previous 13F +2,980,022 shares

    4.27% of the 13F portfolio, value $200,585,220.

    13F-HR 0000929638-26-000646 filed by NEPC 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 4,592,089 shares
    Change vs previous 13F -419,414 shares

    3.26% of the 13F portfolio, value $123,756,799.

    13F-HR 0000929638-25-004272 filed by NEPC 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 5,011,503 shares
    Change vs previous 13F -724,783 shares

    3.38% of the 13F portfolio, value $133,706,900.

    13F-HR 0000929638-25-003024 filed by NEPC 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/A 5,736,286 shares
    Change vs previous 13F -1,901,181 shares

    4.27% of the 13F portfolio, value $154,248,731.

    13F-HR 0000929638-25-001891 filed by NEPC 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 7,637,467 shares
    Change vs previous 13F +4,666,256 shares

    5.29% of the 13F portfolio, value $197,275,773.

    13F-HR 0000929638-25-000743 filed by NEPC 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 2,971,211 shares
    Change vs previous 13F not available

    4.8% of the 13F portfolio, value $159,346,046.

    13F-HR 0000929638-24-003871 filed by NEPC LLC
    Filed (acceptance time not in the bulk data set), ingested

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