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
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,119
Shares Held
230M
Call Options Held
44.7K
Put Options Held
32.4K
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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