Cascade Financial Partners, LLC Schwab Strategic U.S. Reit ETF Transaction History

Cascade Financial Partners, LLC

$767 Billion
Q4 2024

A detailed history of Cascade Financial Partners, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 129,179 shares of SCHH stock, worth $2.78 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

129,179

Previous 126,058 2.48%

Holding current value

$2.78 Million

Previous $2.87 Billion 5.22%

% of portfolio

0.35%

Previous 0.36%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$20.55 - $23.26 $64,136 - $72,594	3,121 Added 2.48%	129,179 $2.72 Billion
Q3 2024 Oct 24, 2024	SELL	$19.78 - $23.53 $126,433 - $150,403	-6,392 Reduced 4.83%	126,058 $2.87 Billion
Q2 2024 Jul 31, 2024	SELL	$18.53 - $20.2 $238,147 - $259,610	-12,852 Reduced 8.85%	132,450 $2.65 Billion
Q1 2024 May 14, 2024	BUY	$19.39 - $20.93 $2.82 Million - $3.04 Million	145,302 New	145,302 $2.8 Billion

Others Institutions Holding SCHH

# of Institutions

550

Shares Held

184M

Call Options Held

21.9K

Put Options Held

86.1K

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About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

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Cascade Financial Partners, LLC Schwab Strategic U.S. Reit ETF Transaction History