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Disclosery

Cerity Partners LLC: SCHD position timeline

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

Cerity Partners LLC held 2,522,251 SCHD 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 2,522,251 shares
    Change vs previous 13F +19,848 shares

    0.1% of the 13F portfolio, value $79,980,592.

    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 2,502,403 shares
    Change vs previous 13F -2,930,338 shares

    0.11% of the 13F portfolio, value $76,773,739.

    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 5,432,741 shares
    Change vs previous 13F -1,167,197 shares

    0.22% of the 13F portfolio, value $149,020,136.

    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 6,599,938 shares
    Change vs previous 13F +1,005,469 shares

    0.29% of the 13F portfolio, value $180,178,312.

    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 5,594,469 shares
    Change vs previous 13F -26,104 shares

    0.26% of the 13F portfolio, value $148,253,516.

    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 5,620,573 shares
    Change vs previous 13F -14,794 shares

    0.32% of the 13F portfolio, value $157,151,253.

    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 5,635,367 shares
    Change vs previous 13F +4,451,417 shares

    0.33% of the 13F portfolio, value $153,992,912.

    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 1,183,950 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $100,079,337.

    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).