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Disclosery

Cerity Partners LLC: SCHC position timeline

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

Cerity Partners LLC held 80,598 SCHC 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 80,598 shares
    Change vs previous 13F -10,360 shares

    <0.01% of the 13F portfolio, value $3,878,375.

    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 90,958 shares
    Change vs previous 13F -5 shares

    0.01% of the 13F portfolio, value $4,251,344.

    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 90,963 shares
    Change vs previous 13F -147 shares

    0.01% of the 13F portfolio, value $4,141,522.

    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 91,110 shares
    Change vs previous 13F -2,766 shares

    0.01% of the 13F portfolio, value $4,146,398.

    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 93,876 shares
    Change vs previous 13F +1,966 shares

    0.01% of the 13F portfolio, value $3,998,180.

    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 91,910 shares
    Change vs previous 13F +4,507 shares

    0.01% of the 13F portfolio, value $3,297,735.

    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 87,403 shares
    Change vs previous 13F -7,416 shares

    0.01% of the 13F portfolio, value $3,000,526.

    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 94,819 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,653,364.

    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).