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Cerity Partners LLC: SCHR position timeline

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

Cerity Partners LLC held 1,550,382 SCHR 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 1,550,382 shares
    Change vs previous 13F -378,333 shares

    0.05% of the 13F portfolio, value $38,232,402.

    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 1,928,715 shares
    Change vs previous 13F -541,703 shares

    0.07% of the 13F portfolio, value $48,044,291.

    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 2,470,418 shares
    Change vs previous 13F -417,873 shares

    0.09% of the 13F portfolio, value $61,958,083.

    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 2,888,291 shares
    Change vs previous 13F +1,233,971 shares

    0.12% of the 13F portfolio, value $72,582,749.

    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 1,654,320 shares
    Change vs previous 13F +1,636,172 shares

    0.07% of the 13F portfolio, value $41,407,622.

    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 18,148 shares
    Change vs previous 13F -8,369 shares

    <0.01% of the 13F portfolio, value $451,161.

    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 26,517 shares
    Change vs previous 13F +14,123 shares

    <0.01% of the 13F portfolio, value $644,095.

    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 12,394 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $627,150.

    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).