Cerity Partners
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Cerity Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Cerity Partners’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$492M Buy
19,184,892
+194,233
+1% +$5.21M 0.69% 20
2025
Q4 		$511M Buy
18,990,659
+126,434
+0.7% +$3.38M 0.74% 20
2025
Q3 		$497M Buy
18,864,225
+133,206
+0.7% +$3.38M 0.81% 20
2025
Q2 		$458M Buy
18,731,019
+48,715
+0.3% +$1.1M 0.82% 20
2025
Q1 		$413M Buy
18,682,304
+221,544
+1% +$5.16M 0.84% 20
2024
Q4 		$429M Sell
18,460,760
-192,943
-1% -$4.5M 0.93% 17
2024
Q3 		$422M Buy
18,653,703
+1,703,574
+10% +$37.1M 0.93% 16
2024
Q2 		$363M Buy
16,950,129
+524,220
+3% +$10.8M 0.96% 17
2024
Q1 		$340M Sell
16,425,909
-68,477,052
-81% -$1.35B 0.9% 16
2023
Q4 		$299M Buy
84,902,961
+71,179,044
+519% +$1.25B 0.98% 13
2023
Q3 		$231M Buy
13,723,917
+11,708,352
+581% +$205M 1.13% 13
2023
Q2 		$35.2M Buy
2,015,565
+1,339,194
+198% +$22.1M 0.14% 149
2023
Q1 		$10.9M Buy
676,371
+83,310
+14% +$1.31M 0.03% 340
2022
Q4 		$8.93M Buy
593,061
+281,376
+90% +$4.26M 0.06% 280
2022
Q3 		$4.4M Sell
311,685
-167,238
-35% -$2.62M 0.05% 251
2022
Q2 		$7.12M Buy
478,923
+178,278
+59% +$2.89M 0.08% 208
2022
Q1 		$5.4M Buy
300,645
+14,433
+5% +$256K 0.08% 186
2021
Q4 		$5.43M Buy
286,212
+89,022
+45% +$1.64M 0.08% 190
2021
Q3 		$3.42M Buy
197,190
+2,136
+1% +$38.1K 0.08% 197
2021
Q2 		$3.38M Buy
195,054
+9,984
+5% +$168K 0.07% 197
2021
Q1 		$2.96M Buy
185,070
+198
+0.1% +$3.1K 0.07% 201
2020
Q4 		$2.8M Buy
+184,872
New +$2.65M 0.09% 172
2019
Q1 		– Sell
-57,534
Closed -$572K – 567
2018
Q4 		$572K Buy
+57,534
New +$617K 0.04% 296

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Cerity Partners's SCHX Position: Q1 2026 in Review

Cerity Partners increased its Schwab US Large- Cap ETF (SCHX) stake by 1% in Q1 2026, buying an estimated $5.21M and bringing the position to 19,184,892 shares worth $492M. The position accounts for 0.69% of the portfolio, ranked #20.

Cerity Partners first reported a position in SCHX in Q4 2018 and has held it in 23 quarters since. The position peaked at $511M in Q4 2025. 1,540 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Cerity Partners held 19,184,892 shares of Schwab US Large- Cap ETF worth $492M as of Q1 2026.
  • Cerity Partners bought 194,233 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $5.21M.
  • Schwab US Large- Cap ETF made up 0.69% of Cerity Partners's portfolio in Q1 2026, its #20 holding.
  • Cerity Partners first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 23 quarters since.
  • Cerity Partners's Schwab US Large- Cap ETF position peaked at $511M in Q4 2025.
  • 1,540 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.