Cerity Partners LLC Schwab Strategic Tr 1000 Index Transaction History

Cerity Partners LLC

  • $45.5 Billion
  • Q4 2024

A detailed history of Cerity Partners LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Cerity Partners LLC holds 94,108 shares of SCHK stock, worth $2.78 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
94,108
Previous 47,014 100.17%
Holding current value
$2.78 Million
Previous $2.6 Million 2.5%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$27.45 - $55.56 $1.29 Million - $2.62 Million
47,094 Added 100.17%
94,108 $2.66 Million
Q3 2024

Nov 12, 2024
SELL
$49.82 - $55.29 $10,262 - $11,389
-206 Reduced 0.44%
47,014 $2.6 Million
Q1 2024

May 14, 2024
SELL
$45.19 - $50.67 $31,768 - $35,621
-703 Reduced 1.47%
47,220 $2.39 Million
Q4 2023

Jan 26, 2024
BUY
$39.52 - $46.21 $1.89 Million - $2.21 Million
47,923 New
47,923 $2.21 Million
Q2 2023

Aug 14, 2023
BUY
$38.96 - $42.79 $2,454 - $2,695
63 Added 0.15%
42,635 $1.82 Million
Q1 2023

May 11, 2023
SELL
$36.64 - $40.44 $1,941 - $2,143
-53 Reduced 0.12%
42,572 $1.68 Million
Q4 2022

Feb 15, 2023
BUY
$34.56 - $39.43 $1.27 Million - $1.45 Million
36,818 Added 634.03%
42,625 $1.57 Million
Q3 2022

Nov 10, 2022
SELL
$34.61 - $41.69 $1.25 Million - $1.51 Million
-36,237 Reduced 86.19%
5,807 $201,000
Q2 2022

Aug 10, 2022
BUY
$35.4 - $44.52 $472,519 - $594,252
13,348 Added 46.52%
42,044 $1.53 Million
Q1 2022

Apr 25, 2022
SELL
$40.46 - $46.8 $2,265 - $2,620
-56 Reduced 0.19%
28,696 $1.26 Million
Q4 2021

Feb 14, 2022
BUY
$42.49 - $46.85 $1.22 Million - $1.35 Million
28,752 New
28,752 $1.34 Million

Others Institutions Holding SCHK

# of Institutions
198
Shares Held
69.7M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

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