Cassaday & CO Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History

Cassaday & CO Wealth Management LLC

  • $2.82 Billion
  • Q1 2024

A detailed history of Cassaday & CO Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 12,436 shares of SCHV stock, worth $919,766. This represents 0.03% of its overall portfolio holdings.

Number of Shares
12,436
Previous 12,417 0.15%
Holding current value
$919,766
Previous $870,000 8.51%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
BUY
$68.82 - $75.98 $1,307 - $1,443
19 Added 0.15%
12,436 $944,000
Q4 2023

Feb 09, 2024
SELL
$61.16 - $70.24 $337,725 - $387,865
-5,522 Reduced 30.78%
12,417 $870,000
Q3 2023

Nov 06, 2023
BUY
$64.45 - $69.39 $1,997 - $2,151
31 Added 0.17%
17,939 $1.16 Million
Q2 2023

Aug 07, 2023
SELL
$63.33 - $67.21 $72,322 - $76,753
-1,142 Reduced 5.99%
17,908 $1.2 Million
Q1 2023

May 03, 2023
SELL
$62.59 - $69.3 $59,961 - $66,389
-958 Reduced 4.79%
19,050 $1.25 Million
Q4 2022

Feb 07, 2023
BUY
$64.27 - $69.24 $1.29 Million - $1.39 Million
20,008 New
20,008 $0

Others Institutions Holding SCHV

# of Institutions
787
Shares Held
102M
Call Options Held
9.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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