Cerity Partners
SCHK icon

Cerity Partners’s Schwab 1000 Index ETF SCHK Stock Holding History

Cerity Partners’s Portfolio SCHK Stock Details SCHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.66M Sell
116,867
-1,438
-1% -$47.1K 0.01% 1162
2025
Q4 		$3.88M Buy
118,305
+4,559
+4% +$148K 0.01% 1043
2025
Q3 		$3.65M Sell
113,746
-893
-0.8% -$27.6K 0.01% 1015
2025
Q2 		$3.42M Buy
114,639
+22,014
+24% +$607K 0.01% 982
2025
Q1 		$2.49M Sell
92,625
-1,483
-2% -$42.1K 0.01% 1014
2024
Q4 		$2.66M Buy
94,108
+80
+0.1% +$2.28K 0.01% 980
2024
Q3 		$2.6M Sell
94,028
-412
-0.4% -$11K 0.01% 972
2024
Q2 		$2.47M Hold
94,440
– – 0.01% 828
2024
Q1 		$2.39M Sell
94,440
-1,406
-1% -$33.9K 0.01% 896
2023
Q4 		$2.21M Buy
+95,846
New +$2.06M 0.01% 744
2023
Q3 		– Sell
-85,270
Closed -$1.82M – 1664
2023
Q2 		$1.82M Buy
85,270
+126
+0.1% +$2.55K 0.01% 747
2023
Q1 		$1.68M Sell
85,144
-106
-0.1% -$2.05K ﹤0.01% 779
2022
Q4 		$1.57M Buy
85,250
+73,636
+634% +$1.37M 0.01% 576
2022
Q3 		$201K Sell
11,614
-72,474
-86% -$1.39M ﹤0.01% 1056
2022
Q2 		$1.53M Buy
84,088
+26,696
+47% +$530K 0.02% 463
2022
Q1 		$1.26M Sell
57,392
-112
-0.2% -$2.43K 0.02% 406
2021
Q4 		$1.34M Buy
+57,504
New +$1.3M 0.02% 387

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