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

Cascade Financial Partners, LLC

  • $798 Billion
  • Q3 2024

A detailed history of Cascade Financial Partners, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 10,531 shares of SCHA stock, worth $276,017. This represents 0.03% of its overall portfolio holdings.

Number of Shares
10,531
Previous 5,290 99.07%
Holding current value
$276,017
Previous $251 Million 8.25%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 24, 2024
BUY
$46.9 - $51.96 $245,802 - $272,322
5,241 Added 99.07%
10,531 $272 Million
Q2 2024

Jul 31, 2024
BUY
$45.24 - $49.04 $1,447 - $1,569
32 Added 0.61%
5,290 $251 Million
Q1 2024

May 14, 2024
BUY
$44.84 - $49.24 $235,768 - $258,903
5,258 New
5,258 $245 Million

Others Institutions Holding SCHA

# of Institutions
1,147
Shares Held
147M
Call Options Held
55.6K
Put Options Held
7.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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