Number of Shares
5.71 Mil
Current Holdings Value*
$153.59 Mil
% of Portfolio
8.69%
Total Estimate Gain
$-62.84 Mil
% of Total Estimate Gain
-29.34%

Cerity Partners OCIO LLC's Schwab U.S. Tips ETF Holding Summary

As of 2025-03-31, Cerity Partners OCIO LLC held 5.71 Mil shares of Schwab U.S. Tips ETF(SCHP), totaling $153.59 Mil. This investment constitutes 8.69% of their stock portfolio, and Cerity Partners OCIO LLC now holds 1.18% of the outstanding Schwab U.S. Tips ETF(SCHP) stock.

The initial trade took place in 2024Q2. And since then Cerity Partners OCIO LLC has made 3 purchases of SCHP, at an average price of $37.50, for a total of 5.71 Mil shares. Based on historical transaction data and SCHP's current price of $26.50, Cerity Partners OCIO LLC's estimated gain on his SCHP holdings is $-62.84 Mil, reflecting a -29.34% gain to date.

Cerity Partners OCIO LLC SCHP ($26.50) Holding Chart

Cerity Partners OCIO LLC SCHP ($26.50) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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