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

Cascade Financial Partners, LLC

  • $761 Billion
  • Q2 2024

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 10,984 shares of SCHM stock, worth $868,175. This represents 0.11% of its overall portfolio holdings.

Number of Shares
10,984
Previous 10,994 0.09%
Holding current value
$868,175
Previous $853 Million 0.24%
% of portfolio
0.11%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
912
Shares Held
94.8M
Call Options Held
6.2K
Put Options Held
3K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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