Ownership history in Cerity Partners LLC Β· 22 quarters on record
This page tracks every 13F SEC filing in which Cerity Partners LLC reported a position in SCHWAB STRATEGIC TR (SCHX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Cerity Partners LLC outperformed the S&P 500 by +0.1% annually on this SCHX position. Timing score: 67% (14/21 decisions correct). Average cost basis: $19.60. Maximum drawdown during holding period: β24.8%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
14 of 21 add/trim decisions correct
Best entry: $8.93 (2018 Q4) Β· Worst: $26.91 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
20 adds Β· 2 trims. Bought during 4 of 5 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.74% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size