Ownership history in CERTUITY, LLC · 17 quarters on record
This page tracks every 13F SEC filing in which CERTUITY, LLC reported a position in SCHWAB STRATEGIC TR (SCHG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 740,884 | +153,742 | +26.2% | 1.52% | $24.2M | $32.62 |
| 2025 Q3 | ADDED | 587,142 | +65,545 | +12.6% | 1.29% | $18.7M | $31.88 |
| 2025 Q2 | REDUCED | 521,597 | -54,392 | -9.4% | 1.43% | $15.2M | $29.15 |
| 2025 Q1 | ADDED | 575,989 | +21,754 | +3.9% | 1.51% | $14.4M | $24.97 |
As of 2025 Q4 — sorted by position size