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

Cascade Financial Partners, LLC

$798 Billion
Q3 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 126,058 shares of SCHH stock, worth $2.67 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

126,058

Previous 132,450 4.83%

Holding current value

$2.67 Million

Previous $2.65 Billion 8.52%

% of portfolio

0.36%

Previous 0.35%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

531

Shares Held

175M

Call Options Held

22.2K

Put Options Held

84.6K

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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