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

Cascade Financial Partners, LLC

  • $761 Billion
  • Q2 2024

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 11,112 shares of SCHX stock, worth $721,613. This represents 0.09% of its overall portfolio holdings.

Number of Shares
11,112
Previous 11,753 5.45%
Holding current value
$721,613
Previous $712 Million 0.24%
% of portfolio
0.09%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,313
Shares Held
446M
Call Options Held
24.7K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Cascade Financial Partners, LLC Portfolio

Follow Cascade Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cascade Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cascade Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email