Cascade Financial Partners, LLC Schwab Strategic U.S. Reit ETF Transaction History
Cascade Financial Partners, LLC
- $694 Billion
- Q1 2024
A detailed history of Cascade Financial Partners, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 145,302 shares of SCHH stock, worth $2.88 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
145,302Holding current value
$2.88 Million% of portfolio
0.4%Shares
1 transactions
Others Institutions Holding SCHH
# of Institutions
505Shares Held
248MCall Options Held
36KPut Options Held
1.6K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA53.9MShares$1.07 Billion1.5% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA50.7MShares$1.01 Billion2.32% of portfolio
-
Creative Planning Overland Park, KS28.5MShares$565 Million0.64% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA27.3MShares$543 Million0.13% of portfolio
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Us Bancorp \De\26.1MShares$518 Million0.74% of portfolio