Cascade Financial Partners, LLC Schwab Strategic U.S. Mid Cap Transaction History

Cascade Financial Partners, LLC

  • $798 Billion
  • Q3 2024

A detailed history of Cascade Financial Partners, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 30,693 shares of SCHM stock, worth $888,255. This represents 0.11% of its overall portfolio holdings.

Number of Shares
30,693
Previous 10,984 179.43%
Holding current value
$888,255
Previous $855 Million 0.03%
% of portfolio
0.11%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$75.47 - $83.18 $1.49 Million - $1.64 Million
19,709 Added 179.43%
30,693 $855 Million
Q2 2024

Jul 31, 2024
SELL
$75.69 - $81.19 $756 - $811
-10 Reduced 0.09%
10,984 $855 Million
Q1 2024

May 14, 2024
BUY
$72.89 - $81.43 $801,352 - $895,241
10,994 New
10,994 $853 Million

Others Institutions Holding SCHM

# of Institutions
965
Shares Held
151M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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