Cerity Partners LLC Schwab Strategic U.S. Mid Cap Transaction History
Cerity Partners LLC
- $37.7 Billion
- Q2 2024
A detailed history of Cerity Partners LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Cerity Partners LLC holds 1,976,832 shares of SCHM stock, worth $54.6 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
1,976,832
Previous 1,984,366
0.38%
Holding current value
$54.6 Million
Previous $162 Million
4.78%
% of portfolio
0.41%
Previous 0.43%
Shares
12 transactions
Others Institutions Holding SCHM
# of Institutions
925Shares Held
96.1MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$586 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$271 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$87.7 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$63 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$61.6 Million2.77% of portfolio