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Disclosery

Cerity Partners LLC: SCHZ position timeline

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

Cerity Partners LLC held 2,345,726 SCHZ 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 2,345,726 shares
    Change vs previous 13F +555,355 shares

    0.06% of the 13F portfolio, value $45,775,965.

    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 1,790,371 shares
    Change vs previous 13F +1,168,645 shares

    0.06% of the 13F portfolio, value $41,572,425.

    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 621,726 shares
    Change vs previous 13F -6,897 shares

    0.02% of the 13F portfolio, value $14,529,742.

    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 628,623 shares
    Change vs previous 13F +45,436 shares

    0.02% of the 13F portfolio, value $14,753,778.

    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 583,187 shares
    Change vs previous 13F -9,571 shares

    0.02% of the 13F portfolio, value $13,553,276.

    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 592,758 shares
    Change vs previous 13F -14,891 shares

    0.03% of the 13F portfolio, value $13,728,277.

    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 607,649 shares
    Change vs previous 13F +428,968 shares

    0.03% of the 13F portfolio, value $13,793,624.

    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 178,681 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,490,947.

    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).