Cascade Financial Partners, LLC Schwab Strategic U.S. Mid Cap Transaction History

Cascade Financial Partners, LLC

$872 Billion
Q3 2025

A detailed history of Cascade Financial Partners, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 33,768 shares of SCHM stock, worth $994,805. This represents 0.11% of its overall portfolio holdings.

Number of Shares

33,768

Previous 32,424 4.15%

Holding current value

$994,805

Previous $909 Million 10.05%

% of portfolio

0.11%

Previous 0.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$28.15 - $30.13 $37,833 - $40,494	1,344 Added 4.15%	33,768 $1 Billion
Q2 2025 Aug 07, 2025	BUY	$22.92 - $28.05 $37,634 - $46,058	1,642 Added 5.33%	32,424 $909 Million
Q1 2025 May 13, 2025	SELL	$25.58 - $29.24 $2,711 - $3,099	-106 Reduced 0.34%	30,782 $806 Million
Q4 2024 Feb 07, 2025	BUY	$27.54 - $83.04 $5,370 - $16,192	195 Added 0.64%	30,888 $856 Million
Q3 2024 Oct 24, 2024	BUY	$75.47 - $83.18 $1.49 Million - $1.64 Million	19,709 Added 179.43%	30,693 $855 Million
Q2 2024 Jul 31, 2024	SELL	$75.69 - $81.19 $756 - $811	-10 Reduced 0.09%	10,984 $855 Million
Q1 2024 May 14, 2024	BUY	$72.89 - $81.43 $801,352 - $895,241	10,994 New	10,994 $853 Million

Others Institutions Holding SCHM

# of Institutions

1,051

Shares Held

280M

Call Options Held

9.4K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Cascade Financial Partners, LLC Schwab Strategic U.S. Mid Cap Transaction History