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Disclosery

Cerity Partners LLC: SCHV position timeline

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

Cerity Partners LLC held 1,744,278 SCHV 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 1,744,278 shares
    Change vs previous 13F +640,992 shares

    0.05% of the 13F portfolio, value $40,959,265.

    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 1,103,286 shares
    Change vs previous 13F +159,141 shares

    0.05% of the 13F portfolio, value $33,853,546.

    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 944,145 shares
    Change vs previous 13F -12,133 shares

    0.04% of the 13F portfolio, value $27,956,117.

    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 956,278 shares
    Change vs previous 13F -39,493 shares

    0.05% of the 13F portfolio, value $27,837,244.

    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 995,771 shares
    Change vs previous 13F +280,257 shares

    0.05% of the 13F portfolio, value $27,552,980.

    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 715,514 shares
    Change vs previous 13F -813 shares

    0.04% of the 13F portfolio, value $19,018,373.

    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 716,327 shares
    Change vs previous 13F +447,051 shares

    0.04% of the 13F portfolio, value $18,674,631.

    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 269,276 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $21,641,713.

    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).