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

Cerity Partners LLC holds 19.2M shares of SCHX (SCHWAB STRATEGIC TR), worth $491.9M as of 2026-Q1. The position was increased (+1.0% shares). SCHX represents 0.7% of Cerity Partners LLC's portfolio.

Current Value

$491.9M

Current Shares

19.2M

Total Value Change

+$128.9M

Total Shares Change

+13.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
19.2M
+1.0%
$491.9M0.7%$26.83
44
2025-Q4
Increased
19M
+0.7%
$511M0.7%$27.12
44
2025-Q3
Increased
18.9M
+0.7%
$496.9M0.8%$26.19
44
2025-Q2
Increased
18.7M
+0.3%
$457.8M0.8%$24.19
44
2025-Q1
Increased
18.7M
+1.2%
$412.5M0.8%$21.77
44
2024-Q4
Increased
18.5M
+196.9%
$428.6M0.9%$23.00
71
2024-Q3
Increased
6.2M
+10.1%
$421.9M0.9%$22.20
48
2024-Q2
Increased
5.7M
+3.2%
$363M1.0%$21.03
45

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

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