Cerity Partners LLC

Position in SCHW — Schwab Charles Corp

CIK 1566475 NEW YORK, NY

Position in SCHW

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$132,826,726

+$21,602,020 QoQ

Shares Held

1,413,351

+27.0% QoQ

Ownership

0.081%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 66.22261561353125.ToString("F0")% Shared 5.312622271466889.ToString("F0")% None 28.46476211500186.ToString("F0")%

Financial Services · as of Mar 31, 2026

Cerity Partners LLC holds $467,043,256 across 31 Capital Markets names. SCHW ranks #2 (28.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	183,357	$155,118,187
2	SCHW	Schwab Charles Corp This page	1,413,351	$132,826,726
3	HOOD	Robinhood Markets, Inc.	659,185	$45,681,519
4	MS	Morgan Stanley	258,915	$42,609,639
5	EVR	Evercore Inc.	61,453	$18,344,334
6	MKTX	Marketaxess Holdings Inc	84,001	$13,858,483
7	JEF	Jefferies Financial Group Inc.	330,431	$13,636,886
8	SF	Stifel Financial Corp	183,157	$13,538,964

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$132,826,726	1,413,351	+27.0%	Shares	Defined	2026-05-15
2025-12-31	$111,224,706	1,113,249	+1.0%	Shares	Other	2026-02-11
2025-09-30	$105,239,063	1,102,326	-0.1%	Shares	Other	2025-10-22
2025-06-30	$100,670,840	1,103,363	-0.4%	Shares	Sole	2025-08-13
2025-03-31	$86,748,565	1,108,183	+2.6%	Shares	Sole	2025-04-30
2024-12-31	$79,973,725	1,080,580	-0.6%	Shares	Sole	2025-02-13
2024-09-30	$70,423,582	1,086,616	+10.4%	Shares	Sole	2024-11-12
2024-06-30	$72,500,274	983,855	-5.0%	Shares	Sole	2024-08-13
2024-03-31	$74,941,635	1,035,964	+3.6%	Shares	Defined	2024-05-14
2023-12-31	$68,801,169	1,000,017	+9.8%	Shares	Other	2024-01-26
2023-09-30	$50,015,821	911,035	-10.3%	Shares	Sole	2023-11-14
2023-06-30	$57,555,252	1,015,442	-14.3%	Shares	Other	2023-08-14
2023-03-31	$62,032,795	1,184,284	+24.4%	Shares	Sole	2023-05-11
2022-12-31	$79,247,117	951,803	+170.5%	Shares	Other	2023-02-15
2022-09-30	$25,292,849	351,925	+4.3%	Shares	Sole	2022-11-14
2022-06-30	$21,317,121	337,403	+191.5%	Shares	Sole	2022-08-10
2022-03-31	$9,758,292	115,743	-3.1%	Shares	Sole	2022-04-25
2021-12-31	$10,041,876	119,404	+235.1%	Shares	Sole	2022-02-14
2021-09-30	$2,595,143	35,628	-2.3%	Shares	Sole	2021-10-25
2021-06-30	$2,655,162	36,467	-18.8%	Shares	Sole	2021-08-11
2021-03-31	$2,928,211	44,925	+76.4%	Shares	Sole	2021-08-11
2020-12-31	$1,350,716	25,466	+20.6%	Shares	Sole	2021-02-11
2020-09-30	$764,996	21,115	+21.0%	Shares	Sole	2020-11-12
2020-06-30	$588,931	17,455	+37.8%	Shares	Sole	2020-08-17
2020-03-31	$425,864	12,667	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.