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SCHKSCHK
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Position history for Cerity Partners LLCCerity Partners LLC's holdings in SCHWAB STRATEGIC TR

Yes. Cerity Partners holds 185,500 shares of SCHK, worth $6.7M, as of its Q2 2026 13F filing. It increased the position by 68,633 shares (+58.7%) from Q1 2026. Cerity Partners has held SCHK since Q4 2023, across 11 quarterly 13F filings.

Current Value

$6.7M

Current Shares

185,500

Total Value Change

+$4.1M

Total Shares Change

+138,486

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
185,500
+58.7%
$6.7M0.0%$36.06
39
2026-Q1
Decreased
116,867
-1.2%
$3.7M0.0%$31.25
0
2025-Q4
Increased
118,305
+4.0%
$3.9M0.0%$32.62
28
2025-Q3
Decreased
113,746
-0.8%
$3.7M0.0%$31.85
0
2025-Q2
Increased
114,639
+23.8%
$3.4M0.0%$29.48
32
2025-Q1
Decreased
92,625
-1.6%
$2.5M0.0%$26.54
0
2024-Q4
Increased
94,108
+100.2%
$2.7M0.0%$27.83
42
2024-Q3
Decreased
47,014
-0.4%
$2.6M0.0%$27.08
0

Other major holders of SCHK: Financial Engines Advisors L.L.C.

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