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Disclosery

Cerity Partners LLC: SCHB position timeline

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

Cerity Partners LLC held 1,654,810 SCHB 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 1,654,810 shares
    Change vs previous 13F +353,178 shares

    0.06% of the 13F portfolio, value $47,923,693.

    13F-HR 0001172661-26-003640 filed by Cerity Partners 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 1,301,632 shares
    Change vs previous 13F +181,101 shares

    0.05% of the 13F portfolio, value $32,675,388.

    13F-HR 0001172661-26-002233 filed by Cerity Partners 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 1,120,531 shares
    Change vs previous 13F -2,109 shares

    0.04% of the 13F portfolio, value $29,391,654.

    13F-HR 0001172661-26-000617 filed by Cerity Partners 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 1,122,640 shares
    Change vs previous 13F -20,621 shares

    0.05% of the 13F portfolio, value $28,863,083.

    13F-HR 0001566475-25-000018 filed by Cerity Partners 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 1,143,261 shares
    Change vs previous 13F +34,278 shares

    0.05% of the 13F portfolio, value $27,243,914.

    13F-HR 0001566475-25-000013 filed by Cerity Partners 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 1,108,983 shares
    Change vs previous 13F -66,237 shares

    0.05% of the 13F portfolio, value $23,876,425.

    13F-HR 0001566475-25-000008 filed by Cerity Partners 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 1,175,220 shares
    Change vs previous 13F +799,325 shares

    0.06% of the 13F portfolio, value $26,677,519.

    13F-HR 0001566475-25-000002 filed by Cerity Partners 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 375,895 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $25,004,585.

    13F-HR 0001566475-24-000030 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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