Cerity Partners LLC Schwab Strategic Tr Us Broad M Transaction History

Cerity Partners LLC

  • $55.1 Billion
  • Q2 2025

A detailed history of Cerity Partners LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Cerity Partners LLC holds 1,143,261 shares of SCHB stock, worth $28 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,143,261
Previous 1,108,983 3.09%
Holding current value
$28 Million
Previous $23.9 Million 14.1%
% of portfolio
0.05%
Previous 0.05%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$19.1 - $23.83 $654,709 - $816,844
34,278 Added 3.09%
1,143,261 $27.2 Million
Q1 2025

Apr 30, 2025
SELL
$21.23 - $23.75 $1.41 Million - $1.57 Million
-66,237 Reduced 5.64%
1,108,983 $23.9 Million
Q4 2024

Feb 13, 2025
BUY
$22.01 - $66.82 $17.6 Million - $53.4 Million
799,325 Added 212.65%
1,175,220 $26.7 Million
Q3 2024

Nov 12, 2024
BUY
$59.93 - $66.52 $1.23 Million - $1.36 Million
20,504 Added 5.77%
375,895 $25 Million
Q2 2024

Aug 13, 2024
SELL
$57.57 - $63.3 $2.18 Million - $2.4 Million
-37,937 Reduced 9.65%
355,391 $22.3 Million
Q1 2024

May 14, 2024
SELL
$54.61 - $61.05 $88,850 - $99,328
-1,627 Reduced 0.41%
393,328 $24 Million
Q4 2023

Jan 26, 2024
BUY
$47.61 - $55.91 $13.6 Million - $15.9 Million
285,145 Added 259.67%
394,955 $22 Million
Q3 2023

Nov 13, 2023
SELL
$49.59 - $53.57 $11.8 Million - $12.8 Million
-238,511 Reduced 68.47%
109,810 $5.47 Million
Q2 2023

Aug 14, 2023
BUY
$47.08 - $51.7 $629,695 - $691,487
13,375 Added 3.99%
348,321 $18 Million
Q1 2023

May 11, 2023
SELL
$44.47 - $49.23 $3.71 Million - $4.1 Million
-83,339 Reduced 19.92%
334,946 $16 Million
Q4 2022

Feb 15, 2023
BUY
$41.94 - $47.81 $12.5 Million - $14.3 Million
298,603 Added 249.5%
418,285 $18.7 Million
Q3 2022

Nov 10, 2022
SELL
$41.99 - $50.63 $10.3 Million - $12.4 Million
-245,615 Reduced 67.24%
119,682 $5.03 Million
Q2 2022

Aug 10, 2022
BUY
$42.93 - $53.98 $4.06 Million - $5.1 Million
94,530 Added 34.91%
365,297 $16.1 Million
Q1 2022

Apr 25, 2022
BUY
$49.15 - $56.85 $5.65 Million - $6.53 Million
114,872 Added 73.69%
270,767 $14.2 Million
Q4 2021

Feb 14, 2022
BUY
$51.87 - $56.86 $7.61 Million - $8.34 Million
146,651 Added 1586.45%
155,895 $17.6 Million
Q3 2021

Oct 25, 2021
BUY
$51.32 - $54.83 $15,139 - $16,174
295 Added 3.3%
9,244 $960,000
Q2 2021

Aug 11, 2021
SELL
$48.92 - $52.14 $10,077 - $10,740
-206 Reduced 2.25%
8,949 $933,000
Q1 2021

Aug 11, 2021
BUY
$44.89 - $48.81 $10,279 - $11,177
229 Added 2.57%
9,155 $885,000
Q1 2021

May 12, 2021
SELL
$44.89 - $48.81 $33,936 - $36,900
-756 Reduced 7.81%
8,926 $863,000
Q4 2020

Feb 11, 2021
BUY
$39.03 - $45.5 $266,145 - $310,264
6,819 Added 238.18%
9,682 $881,000
Q3 2020

Nov 12, 2020
BUY
$36.93 - $42.52 $105,730 - $121,734
2,863 New
2,863 $228,000
Q2 2020

Aug 14, 2020
SELL
$28.84 - $38.49 $101,805 - $135,869
-3,530 Closed
0 $0
Q1 2020

May 14, 2020
BUY
$26.18 - $40.44 $2,827 - $4,367
108 Added 3.16%
3,530 $213,000
Q4 2019

Feb 14, 2020
SELL
$34.47 - $38.58 $5,204 - $5,825
-151 Reduced 4.23%
3,422 $263,000
Q3 2019

Oct 30, 2019
BUY
$35.32 - $36.13 $26,172 - $26,772
741 Added 26.17%
3,573 $253,000
Q2 2019

Aug 14, 2019
BUY
N/A
2,832 New
2,832 $200,000
Q4 2018

Feb 06, 2019
SELL
N/A
-3,556 Closed
0 $0
Q3 2018

Nov 15, 2018
SELL
N/A
-279 Reduced 7.28%
3,556 $250,000
Q2 2018

Aug 15, 2018
SELL
N/A
-244 Reduced 5.98%
3,835 $253,000
Q1 2018

May 15, 2018
SELL
N/A
-105 Reduced 2.51%
4,079 $260,000
Q4 2017

Feb 14, 2018
BUY
N/A
13 Added 0.31%
4,184 $270,000
Q3 2017

Nov 13, 2017
BUY
N/A
4,171
4,171 $254,000

Others Institutions Holding SCHB

# of Institutions
1,340
Shares Held
501M
Call Options Held
350K
Put Options Held
28.3K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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