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Disclosery

Cerity Partners LLC: SCHX position timeline

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

Cerity Partners LLC held 18,504,081 SCHX 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 18,504,081 shares
    Change vs previous 13F -680,811 shares

    0.66% of the 13F portfolio, value $544,577,263.

    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 19,184,892 shares
    Change vs previous 13F +194,233 shares

    0.7% of the 13F portfolio, value $491,915,416.

    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 18,990,659 shares
    Change vs previous 13F +126,434 shares

    0.75% of the 13F portfolio, value $511,038,661.

    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 18,864,225 shares
    Change vs previous 13F +133,206 shares

    0.81% of the 13F portfolio, value $496,883,647.

    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 18,731,019 shares
    Change vs previous 13F +48,715 shares

    0.82% of the 13F portfolio, value $457,786,130.

    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 18,682,304 shares
    Change vs previous 13F +221,544 shares

    0.85% of the 13F portfolio, value $412,505,265.

    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 18,460,760 shares
    Change vs previous 13F +12,242,859 shares

    0.93% of the 13F portfolio, value $428,581,697.

    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 6,217,901 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $421,884,544.

    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).