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

Cassaday & CO Wealth Management LLC

  • $2.91 Billion
  • Q2 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 9,387 shares of SCHX stock, worth $634,655. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,387
Previous 9,908 5.26%
Holding current value
$634,655
Previous $614,000 1.79%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
SELL
$58.7 - $64.78 $30,582 - $33,750
-521 Reduced 5.26%
9,387 $603,000
Q1 2024

May 08, 2024
SELL
$55.41 - $62.08 $94,418 - $105,784
-1,704 Reduced 14.67%
9,908 $614,000
Q4 2023

Feb 09, 2024
BUY
$48.47 - $56.6 $120,835 - $141,103
2,493 Added 27.34%
11,612 $654,000
Q1 2023

May 03, 2023
SELL
$44.78 - $49.41 $1,746 - $1,926
-39 Reduced 0.43%
9,119 $441,000
Q4 2022

Feb 07, 2023
BUY
$42.25 - $48.16 $386,925 - $441,049
9,158 New
9,158 $0

Others Institutions Holding SCHX

# of Institutions
1,314
Shares Held
447M
Call Options Held
24.7K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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