A detailed history of Cerity Partners LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cerity Partners LLC holds 269,276 shares of SCHV stock, worth $7.03 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
269,276
Previous 269,480 0.08%
Holding current value
$7.03 Million
Previous $20 Million 8.41%
% of portfolio
0.05%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$73.43 - $80.37 $14,979 - $16,395
-204 Reduced 0.08%
269,276 $21.6 Million
Q2 2024

Aug 13, 2024

SELL
$71.74 - $75.86 $309,342 - $327,108
-4,312 Reduced 1.57%
269,480 $20 Million
Q1 2024

May 14, 2024

BUY
$68.82 - $75.98 $20,164 - $22,262
293 Added 0.11%
273,792 $20.8 Million
Q4 2023

Jan 26, 2024

BUY
$61.16 - $70.24 $15.8 Million - $18.1 Million
257,738 Added 1635.29%
273,499 $19.2 Million
Q3 2023

Nov 13, 2023

SELL
$64.45 - $69.39 $16.1 Million - $17.4 Million
-250,160 Reduced 94.07%
15,761 $1.02 Million
Q2 2023

Aug 14, 2023

BUY
$63.33 - $67.21 $527,602 - $559,926
8,331 Added 3.23%
265,921 $17.8 Million
Q1 2023

May 11, 2023

BUY
$62.59 - $69.3 $238,655 - $264,240
3,813 Added 1.5%
257,590 $16.9 Million
Q4 2022

Feb 15, 2023

BUY
$59.13 - $69.24 $14.6 Million - $17.1 Million
247,175 Added 3743.94%
253,777 $16.8 Million
Q3 2022

Nov 10, 2022

BUY
$58.51 - $69.02 $48,153 - $56,803
823 Added 14.24%
6,602 $387,000
Q2 2022

Aug 10, 2022

BUY
$60.93 - $72.3 $129,110 - $153,203
2,119 Added 57.9%
5,779 $360,000
Q1 2022

Apr 25, 2022

BUY
$67.71 - $74.19 $247,818 - $271,535
3,660 New
3,660 $261,000

Others Institutions Holding SCHV

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHV
  • Sector ETFs
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More about SCHV
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