Cerity Partners LLC Schwab Strategic Tr Us Large C Transaction History

Cerity Partners LLC

  • $37.7 Billion
  • Q1 2024

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 5,475,303 shares of SCHX stock, worth $341 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares
5,475,303
Previous 28,300,987 80.65%
Holding current value
$341 Million
Previous $1.6 Billion 78.71%
% of portfolio
0.9%
Previous 2.72%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$55.41 - $62.08 $1.26 Billion - $1.42 Billion
-22,825,684 Reduced 80.65%
5,475,303 $340 Million
Q4 2023

Jan 26, 2024
BUY
$48.47 - $56.6 $1.15 Billion - $1.34 Billion
23,726,348 Added 518.65%
28,300,987 $1.6 Billion
Q3 2023

Nov 13, 2023
BUY
$50.36 - $54.21 $197 Million - $212 Million
3,902,784 Added 580.9%
4,574,639 $231 Million
Q2 2023

Aug 14, 2023
BUY
$47.67 - $52.37 $21.3 Million - $23.4 Million
446,398 Added 198.0%
671,855 $35.2 Million
Q1 2023

May 11, 2023
BUY
$44.78 - $49.41 $1.24 Million - $1.37 Million
27,770 Added 14.05%
225,457 $10.9 Million
Q4 2022

Feb 15, 2023
BUY
$44.01 - $48.16 $4.13 Million - $4.52 Million
93,792 Added 90.28%
197,687 $8.93 Million
Q3 2022

Nov 10, 2022
SELL
N/A
-55,746 Reduced 34.92%
103,895 $4.4 Million
Q2 2022

Aug 10, 2022
BUY
N/A
59,426 Added 59.3%
159,641 $7.12 Million
Q1 2022

Apr 25, 2022
BUY
N/A
52,513 Added 110.09%
100,215 $5.4 Million
Q4 2021

Feb 14, 2022
BUY
N/A
14,837 Added 45.15%
47,702 $5.43 Million
Q3 2021

Oct 25, 2021
BUY
N/A
356 Added 1.1%
32,865 $3.42 Million
Q2 2021

Aug 11, 2021
BUY
N/A
1,664 Added 5.39%
32,509 $3.38 Million
Q1 2021

Aug 11, 2021
SELL
N/A
-684 Reduced 2.17%
30,845 $2.96 Million
Q1 2021

May 12, 2021
BUY
N/A
717 Added 2.33%
31,529 $3.03 Million
Q4 2020

Feb 11, 2021
BUY
N/A
30,812 New
30,812 $2.8 Million
Q1 2019

May 14, 2019
SELL
N/A
-9,589 Closed
0 $0
Q4 2018

Feb 06, 2019
BUY
N/A
9,589 New
9,589 $572,000

Others Institutions Holding SCHX

# of Institutions
1,254
Shares Held
427M
Call Options Held
40.4K
Put Options Held
1.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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