Cascade Financial Partners, LLC Schwab Strategic Tr Us Dividen Transaction History
Cascade Financial Partners, LLC
- $761 Billion
- Q2 2024
A detailed history of Cascade Financial Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 10,206 shares of SCHD stock, worth $850,670. This represents 0.1% of its overall portfolio holdings.
Number of Shares
10,206
Previous 10,206
-0.0%
Holding current value
$850,670
Previous $784 Million
1.24%
% of portfolio
0.1%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,658Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$932 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$848 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$773 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$745 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$689 Million4.66% of portfolio