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

Cascade Financial Partners, LLC

$872 Billion
Q3 2025

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 10,718 shares of SCHA stock, worth $298,817. This represents 0.03% of its overall portfolio holdings.

Number of Shares

10,718

Previous 10,537 1.72%

Holding current value

$298,817

Previous $267 Million 12.18%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$25.29 - $28.33 $4,577 - $5,127	181 Added 1.72%	10,718 $299 Million
Q2 2025 Aug 07, 2025	BUY	$20.42 - $25.3 $40 - $50	2 Added 0.02%	10,537 $267 Million
Q1 2025 May 13, 2025	BUY	$23.16 - $27.04 $23 - $27	1 Added 0.01%	10,535 $247 Million
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

1,299

Shares Held

259M

Call Options Held

61.6K

Put Options Held

2.1K

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