Cascade Financial Partners, LLC Schwab Strategic Tr Us Small 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 Small C stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 10,534 shares of SCHA stock, worth $280,204. This represents 0.04% of its overall portfolio holdings.

Number of Shares

10,534

Previous 10,531 0.03%

Holding current value

$280,204

Previous $272 Million 0.26%

% of portfolio

0.04%

Previous 0.03%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$25.33 - $51.16 $75 - $153	3 Added 0.03%	10,534 $272 Million
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

1,235

Shares Held

270M

Call Options Held

64.2K

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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