Position history for Cerity Partners LLC's holdings in SCHWAB STRATEGIC TR
Cerity Partners LLC holds 19M shares of SCHX (SCHWAB STRATEGIC TR), worth $511M as of 2025-Q4. The position was increased (++0.7% shares). SCHX represents 0.7% of Cerity Partners LLC's portfolio.
Current Value
$511M
Current Shares
19M
Total Value Change
+$148M
Total Shares Change
+13.3M
Other major holders of SCHX: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Increased |
| 19M |
+0.7% |
| $511M |
| 0.7% |
| $27.12 |
44 |
| 2025-Q3 | Increased | 18.9M | +0.7% | $496.9M | 0.8% | $26.19 | 44 |
| 2025-Q2 | Increased | 18.7M | +0.3% | $457.8M | 0.8% | $24.19 | 44 |
| 2025-Q1 | Increased | 18.7M | +1.2% | $412.5M | 0.8% | $21.77 | 44 |
| 2024-Q4 | Increased | 18.5M | +196.9% | $428.6M | 0.9% | $23.00 | 71 |
| 2024-Q3 | Increased | 6.2M | +10.1% | $421.9M | 0.9% | $22.20 | 48 |
| 2024-Q2 | Increased | 5.7M | +3.2% | $363M | 1.0% | $21.03 | 45 |