Cascade Financial Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Cascade Financial Partners, LLC

$793 Billion
Q1 2025

A detailed history of Cascade Financial Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 33,645 shares of SCHX stock, worth $794,358. This represents 0.09% of its overall portfolio holdings.

Number of Shares

33,645

Previous 33,065 1.75%

Holding current value

$794,358

Previous $766 Million 3.07%

% of portfolio

0.09%

Previous 0.1%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$21.75 - $24.28 $12,615 - $14,082	580 Added 1.75%	33,645 $743 Million
Q4 2024 Feb 07, 2025	BUY	$22.4 - $68.28 $14,671 - $44,723	655 Added 2.02%	33,065 $766 Million
Q3 2024 Oct 24, 2024	BUY	$61.11 - $67.85 $1.3 Million - $1.45 Million	21,298 Added 191.67%	32,410 $746 Million
Q2 2024 Jul 31, 2024	SELL	$58.7 - $64.78 $37,626 - $41,523	-641 Reduced 5.45%	11,112 $714 Million
Q1 2024 May 14, 2024	BUY	$55.41 - $62.08 $651,233 - $729,626	11,753 New	11,753 $712 Million

Others Institutions Holding SCHX

# of Institutions

1,500

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

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About SCHWAB STRATEGIC TR US LARGE-C

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Cascade Financial Partners, LLC Schwab Strategic Tr Us Large C Transaction History