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SCHPSCHP
23 quarters

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

Cerity Partners LLC holds 10.6M shares of SCHP (SCHWAB STRATEGIC TR), worth $280.4M as of 2026-Q2. The position was increased (+8.0% shares). SCHP represents 0.3% of Cerity Partners LLC's portfolio.

Current Value

$280.4M

Current Shares

10.6M

Total Value Change

+$273.1M

Total Shares Change

+10.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
10.6M
+8.0%
$280.4M0.3%$26.06
40
2026-Q1
Increased
9.8M
+5.4%
$260.7M0.4%$25.85
39
2025-Q4
Increased
9.3M
+11.2%
$246.1M0.4%$25.74
41
2025-Q3
Increased
8.4M
+7.6%
$225.2M0.4%$25.75
40
2025-Q2
Increased
7.8M
+2.3%
$207.2M0.4%$25.22
37
2025-Q1
Decreased
7.6M
-5.2%
$204.1M0.4%$25.11
0
2024-Q4
Increased
8M
+104.0%
$206.8M0.4%$24.11
59
2024-Q3
Increased
3.9M
+19.8%
$210.4M0.5%$24.82
43
2024-Q2
Increased
3.3M
+3.8%
$170.3M0.4%$23.82
38
2024-Q1
Decreased
3.2M
-76.4%
$164.6M0.4%$23.63
0
2023-Q4
Increased
13.4M
+327.1%
$164.4M0.5%$23.64
69
2023-Q3
Increased
3.1M
+0.7%
$158.3M0.8%$22.60
43
2023-Q2
Increased
3.1M
+10.4%
$163.2M0.6%$23.22
47
2023-Q1
Increased
2.8M
+1575.0%
$151.1M0.4%$23.56
58
2022-Q4
Decreased
168,314
-72.3%
$107.8M0.7%$22.76
0
2022-Q3
Increased
606,913
+70.8%
$31.4M0.4%$22.30
51
2022-Q2
Increased
355,385
+196.8%
$19.8M0.2%$23.54
55
2022-Q1
Decreased
119,749
-3.6%
$7.3M0.1%$25.06
0
2021-Q4
Increased
124,164
+1.9%
$7.8M0.1%$25.86
33
2021-Q3
Increased
121,864
+8.8%
$7.6M0.2%$25.27
36
2021-Q2
Decreased
112,004
-1.7%
$7M0.2%$24.82
0
2021-Q1
Decreased
113,936
-2.0%
$7M0.2%$24.07
0
2020-Q4
New
116,314
-
$7.2M0.2%$24.43
45

Other major holders of SCHP: Steward Partners Investment Advisory, LLC, Empower Advisory Group, LLC

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