A detailed history of Cascades Capital Asset Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Cascades Capital Asset Management, LLC holds 16,350 shares of SCHD stock, worth $431,476. This represents 0.25% of its overall portfolio holdings.

Number of Shares
16,350
Holding current value
$431,476
% of portfolio
0.25%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025

BUY
$27.01 - $28.54 $441,613 - $466,629
16,350 New
16,350 $457 Million
Q3 2024

Nov 14, 2024

BUY
$77.02 - $85.06 $1.43 Million - $1.58 Million
18,566 New
18,566 $1.57 Billion

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Cascades Capital Asset Management, LLC Portfolio

Follow Cascades Capital Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cascades Capital Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cascades Capital Asset Management, LLC with notifications on news.