Cascade Wealth Advisors, Inc Schwab Strategic Tr Us Dividen Transaction History
Cascade Wealth Advisors, Inc
- $177 Billion
- Q2 2025
A detailed history of Cascade Wealth Advisors, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 11,802 shares of SCHD stock, worth $313,579. This represents 0.18% of its overall portfolio holdings.
Number of Shares
11,802Holding current value
$313,579% of portfolio
0.18%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
2,022Shares Held
839MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.04 Billion0.37% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$878 Million4.23% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$770 Million4.36% of portfolio
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Bank Of America Corp Charlotte, NC28.6MShares$759 Million0.06% of portfolio
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Avantax Advisory Services, Inc.28.4MShares$756 Million4.28% of portfolio