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SCHRSCHR
Showing 8 of 12 quarters

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

Yes. Cerity Partners holds 1,550,382 shares of SCHR, worth $38.2M, as of its Q2 2026 13F filing. It reduced the position by 378,333 shares (-19.6%) from Q1 2026. Cerity Partners has held SCHR since Q1 2024, across 10 quarterly 13F filings.

Current Value

$38.2M

Current Shares

1.6M

Total Value Change

+$37.6M

Total Shares Change

+1.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.6M
-19.6%
$38.2M0.0%$24.41
0
2026-Q1
Decreased
1.9M
-21.9%
$48M0.1%$24.42
0
2025-Q4
Decreased
2.5M
-14.5%
$62M0.1%$24.43
0
2025-Q3
Increased
2.9M
+74.6%
$72.6M0.1%$24.17
53
2025-Q2
Increased
1.7M
+9015.7%
$41.4M0.1%$23.84
47
2025-Q1
Decreased
18,148
-31.6%
$451,1610.0%$23.45
0
2024-Q4
Increased
26,517
+114.0%
$644,0950.0%$22.76
39
2024-Q3
Decreased
12,394
-3.7%
$627,1500.0%$23.42
0

Other major holders of SCHR: CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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