Cerity Partners LLC Schwab Strategic Tr 1 5 Yr C Transaction History
Cerity Partners LLC
- $55.1 Billion
- Q2 2025
A detailed history of Cerity Partners LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Cerity Partners LLC holds 34,462 shares of SCHJ stock, worth $859,826. This represents 0.0% of its overall portfolio holdings.
Number of Shares
34,462
Previous 34,462
-0.0%
Holding current value
$859,826
Previous $849,000
0.71%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHJ
# of Institutions
132Shares Held
7.34MCall Options Held
0Put Options Held
0-
Columbus Macro, LLC427KShares$10.6 Million1.36% of portfolio
-
Envestnet Asset Management Inc375KShares$9.36 Million0.0% of portfolio
-
Meridian Wealth Management, LLC373KShares$9.3 Million0.41% of portfolio
-
Tap Consulting, LLC334KShares$8.34 Million1.74% of portfolio
-
White Wing Wealth Management The Wodlands, TX324KShares$8.08 Million5.51% of portfolio