Cascade Financial Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Cascade Financial Partners, LLC

  • $767 Billion
  • Q4 2024

A detailed history of Cascade Financial Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 33,065 shares of SCHX stock, worth $777,358. This represents 0.1% of its overall portfolio holdings.

Number of Shares
33,065
Previous 32,410 2.02%
Holding current value
$777,358
Previous $746 Million 2.77%
% of portfolio
0.1%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$22.4 - $68.28 $14,671 - $44,723
655 Added 2.02%
33,065 $766 Million
Q3 2024

Oct 24, 2024
BUY
$61.11 - $67.85 $1.3 Million - $1.45 Million
21,298 Added 191.67%
32,410 $746 Million
Q2 2024

Jul 31, 2024
SELL
$58.7 - $64.78 $37,626 - $41,523
-641 Reduced 5.45%
11,112 $714 Million
Q1 2024

May 14, 2024
BUY
$55.41 - $62.08 $651,233 - $729,626
11,753 New
11,753 $712 Million

Others Institutions Holding SCHX

# of Institutions
1,472
Shares Held
1.07B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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