Cascade Financial Partners, LLC Schwab Strategic Tr Us Small C Transaction History
Cascade Financial Partners, LLC
- $761 Billion
- Q2 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 5,290 shares of SCHA stock, worth $260,585. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,290
Previous 5,258
0.61%
Holding current value
$260,585
Previous $245 Million
2.39%
% of portfolio
0.03%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding SCHA
# of Institutions
1,119Shares Held
230MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$4.29 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$1.09 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.9MShares$589 Million2.11% of portfolio
-
Personal Capital Advisors Corp10.5MShares$518 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$363 Million0.51% of portfolio