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Disclosery

Cerity Partners LLC: SCHM position timeline

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

Cerity Partners LLC held 5,729,822 SCHM 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 5,729,822 shares
    Change vs previous 13F +219,018 shares

    0.24% of the 13F portfolio, value $198,473,483.

    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 5,510,804 shares
    Change vs previous 13F +72,960 shares

    0.24% of the 13F portfolio, value $170,871,111.

    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 5,437,844 shares
    Change vs previous 13F +1,495 shares

    0.24% of the 13F portfolio, value $163,515,960.

    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 5,436,349 shares
    Change vs previous 13F -567,574 shares

    0.26% of the 13F portfolio, value $161,133,294.

    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 6,003,923 shares
    Change vs previous 13F -904,308 shares

    0.3% of the 13F portfolio, value $168,410,035.

    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 6,908,231 shares
    Change vs previous 13F +193,939 shares

    0.37% of the 13F portfolio, value $180,995,637.

    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 6,714,292 shares
    Change vs previous 13F +4,449,523 shares

    0.4% of the 13F portfolio, value $186,109,957.

    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 2,264,769 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $188,179,676.

    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).