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Cerity Partners LLC: SCHG position timeline

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

Cerity Partners LLC held 3,902,668 SCHG 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 3,902,668 shares
    Change vs previous 13F +707,015 shares

    0.14% of the 13F portfolio, value $113,142,507.

    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 3,195,653 shares
    Change vs previous 13F +130,206 shares

    0.13% of the 13F portfolio, value $93,630,733.

    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 3,065,447 shares
    Change vs previous 13F +20,681 shares

    0.15% of the 13F portfolio, value $99,994,122.

    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 3,044,766 shares
    Change vs previous 13F -75,157 shares

    0.16% of the 13F portfolio, value $97,158,342.

    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 3,119,923 shares
    Change vs previous 13F +75,451 shares

    0.16% of the 13F portfolio, value $91,133,671.

    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 3,044,472 shares
    Change vs previous 13F +124,884 shares

    0.16% of the 13F portfolio, value $76,233,561.

    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 2,919,588 shares
    Change vs previous 13F +2,123,333 shares

    0.18% of the 13F portfolio, value $81,368,933.

    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 796,255 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $82,953,881.

    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).