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Disclosery

Cerity Partners LLC: SCHO position timeline

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

Cerity Partners LLC held 1,555,667 SCHO 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 1,555,667 shares
    Change vs previous 13F -137,165 shares

    0.05% of the 13F portfolio, value $37,553,814.

    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 1,692,832 shares
    Change vs previous 13F -417,878 shares

    0.06% of the 13F portfolio, value $41,085,043.

    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 2,110,710 shares
    Change vs previous 13F -656,792 shares

    0.07% of the 13F portfolio, value $51,437,992.

    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 2,767,502 shares
    Change vs previous 13F -500,148 shares

    0.11% of the 13F portfolio, value $67,527,054.

    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 3,267,650 shares
    Change vs previous 13F +3,205,930 shares

    0.14% of the 13F portfolio, value $79,665,310.

    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 61,720 shares
    Change vs previous 13F +2,118 shares

    <0.01% of the 13F portfolio, value $1,502,258.

    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 59,602 shares
    Change vs previous 13F +53,409 shares

    <0.01% of the 13F portfolio, value $1,434,025.

    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 6,193 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $303,333.

    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).