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Position history for Cerity Partners LLCCerity Partners LLC's holdings in SCHWAB US LARGE-CAP ETF

Cerity Partners LLC holds 18.5M shares of SCHX (SCHWAB US LARGE-CAP ETF), worth $544.6M as of 2026-Q2. The position was decreased (-3.5% shares). SCHX represents 0.7% of Cerity Partners LLC's portfolio.

Current Value

$544.6M

Current Shares

18.5M

Total Value Change

+$122.7M

Total Shares Change

+12.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
18.5M
-3.5%
$544.6M0.7%$29.43
0
2026-Q1
Increased
19.2M
+1.0%
$491.9M0.7%$25.57
44
2025-Q4
Increased
19M
+0.7%
$511M0.7%$26.76
44
2025-Q3
Increased
18.9M
+0.7%
$496.9M0.8%$26.12
44
2025-Q2
Increased
18.7M
+0.3%
$457.8M0.8%$24.17
44
2025-Q1
Increased
18.7M
+1.2%
$412.5M0.8%$21.77
44
2024-Q4
Increased
18.5M
+196.9%
$428.6M0.9%$22.79
71
2024-Q3
Increased
6.2M
+10.1%
$421.9M0.9%$22.16
48

Other major holders of SCHX: CHARLES SCHWAB INVESTMENT MANAGEMENT INC, US BANCORP \DE\

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