Cerity Partners LLC Schwab Strategic Tr Us Small C Transaction History
Cerity Partners LLC
- $55.1 Billion
- Q2 2025
A detailed history of Cerity Partners LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Cerity Partners LLC holds 3,890,531 shares of SCHA stock, worth $100 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
3,890,531
Previous 4,783,873
18.67%
Holding current value
$100 Million
Previous $112 Million
12.18%
% of portfolio
0.18%
Previous 0.23%
Shares
29 transactions
Others Institutions Holding SCHA
# of Institutions
1,268Shares Held
257MCall Options Held
61.6KPut Options Held
2.1K-
Empower Advisory Group, LLC Greenwood Village, CO33.4MShares$862 Million2.55% of portfolio
-
Bank Of America Corp Charlotte, NC19MShares$490 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA15.5MShares$399 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$271 Million2.07% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA5.48MShares$141 Million0.28% of portfolio