Cerity Partners LLC Schwab Intermediate Term Us Tr Transaction History

Cerity Partners LLC

$60.5 Billion
Q3 2025

A detailed history of Cerity Partners LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Cerity Partners LLC holds 2,888,291 shares of SCHR stock, worth $72.5 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

2,888,291

Previous 1,654,320 74.59%

Holding current value

$72.5 Million

Previous $41.4 Million 75.29%

% of portfolio

0.12%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$24.69 - $25.26 $30.5 Million - $31.2 Million	1,233,971 Added 74.59%	2,888,291 $72.6 Million
Q2 2025 Aug 13, 2025	BUY	$24.54 - $25.07 $40.2 Million - $41 Million	1,636,172 Added 9015.72%	1,654,320 $41.4 Million
Q1 2025 Apr 30, 2025	SELL	$24.05 - $24.86 $201,274 - $208,053	-8,369 Reduced 31.56%	18,148 $451,000
Q4 2024 Feb 13, 2025	BUY	$24.19 - $50.58 $341,635 - $714,341	14,123 Added 113.95%	26,517 $644,000
Q3 2024 Nov 12, 2024	SELL	$48.4 - $50.91 $23,183 - $24,385	-479 Reduced 3.72%	12,394 $627,000

Q2 2024 Aug 13, 2024	SELL	$47.85 - $49.0 $32,968 - $33,761	-689 Reduced 5.08%	12,873 $627,000
Q1 2024 May 14, 2024	BUY	$48.64 - $49.88 $659,655 - $676,472	13,562 New	13,562 $665,000
Q3 2022 Nov 10, 2022	BUY	$48.68 - $52.54 $208,593 - $225,133	4,285 New	4,285 $210,000

Others Institutions Holding SCHR

# of Institutions

517

Shares Held

385M

Call Options Held

Put Options Held

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About SCHWAB INTERMEDIATE-TERM US TR

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Cerity Partners LLC Schwab Intermediate Term Us Tr Transaction History