Cascade Financial Partners, LLC Schwab Strategic Tr Us Emergin Transaction History

Cascade Financial Partners, LLC

$793 Billion
Q1 2025

A detailed history of Cascade Financial Partners, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 119,107 shares of SCHE stock, worth $3.67 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

119,107

Previous 124,957 4.68%

Holding current value

$3.67 Million

Previous $3.33 Billion 1.32%

% of portfolio

0.41%

Previous 0.43%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$25.81 - $28.52 $150,988 - $166,842	-5,850 Reduced 4.68%	119,107 $3.28 Billion
Q4 2024 Feb 07, 2025	BUY	$26.63 - $30.23 $4,047 - $4,594	152 Added 0.12%	124,957 $3.33 Billion
Q3 2024 Oct 24, 2024	BUY	$25.45 - $29.53 $25 - $29	1 Added 0.0%	124,805 $3.61 Billion
Q2 2024 Jul 31, 2024	SELL	$24.67 - $27.2 $1,726 - $1,904	-70 Reduced 0.06%	124,804 $3.31 Billion
Q1 2024 May 14, 2024	BUY	$23.47 - $25.45 $2.93 Million - $3.18 Million	124,874 New	124,874 $3.14 Billion

Others Institutions Holding SCHE

# of Institutions

855

Shares Held

150M

Call Options Held

30.5K

Put Options Held

300

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

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Cascade Financial Partners, LLC Schwab Strategic Tr Us Emergin Transaction History