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SCHMSCHM
Showing 8 of 19 quarters

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

Yes. Cerity Partners holds 5,729,822 shares of SCHM, worth $198.5M, as of its Q2 2026 13F filing. It increased the position by 219,018 shares (+4.0%) from Q1 2026. Cerity Partners has held SCHM since Q4 2022, across 15 quarterly 13F filings. SCHM is 0.2% of Cerity Partners' reported 13F portfolio.

Current Value

$198.5M

Current Shares

5.7M

Total Value Change

+$10.3M

Total Shares Change

+3.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
5.7M
+4.0%
$198.5M0.2%$36.87
38
2026-Q1
Increased
5.5M
+1.3%
$170.9M0.2%$30.87
37
2025-Q4
Increased
5.4M
+0.0%
$163.5M0.2%$29.91
36
2025-Q3
Decreased
5.4M
-9.4%
$161.1M0.3%$29.35
0
2025-Q2
Decreased
6M
-13.1%
$168.4M0.3%$27.66
0
2025-Q1
Increased
6.9M
+2.9%
$181M0.4%$25.74
37
2024-Q4
Increased
6.7M
+196.5%
$186.1M0.4%$27.15
59
2024-Q3
Increased
2.3M
+14.6%
$188.2M0.4%$27.02
42

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

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