Cassady Schiller Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History

Cassady Schiller Wealth Management, LLC

  • $259 Million
  • Q3 2024

A detailed history of Cassady Schiller Wealth Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 596 shares of SCHA stock, worth $16,384. This represents 0.01% of its overall portfolio holdings.

Number of Shares
596
Previous 590 1.02%
Holding current value
$16,384
Previous $27,000 11.11%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
BUY
$46.9 - $51.96 $281 - $311
6 Added 1.02%
596 $30,000
Q2 2024

Aug 12, 2024
SELL
$45.24 - $49.04 $15,381 - $16,673
-340 Reduced 36.56%
590 $27,000
Q1 2024

May 13, 2024
BUY
$44.84 - $49.24 $15,245 - $16,741
340 Added 57.63%
930 $45,000
Q4 2023

Feb 09, 2024
SELL
$38.13 - $48.02 $610 - $768
-16 Reduced 2.64%
590 $27,000
Q3 2023

Nov 09, 2023
SELL
$40.85 - $46.1 $4,820 - $5,439
-118 Reduced 16.3%
606 $25,000
Q2 2023

Aug 10, 2023
SELL
$39.91 - $43.82 $8,181 - $8,983
-205 Reduced 22.07%
724 $31,000
Q1 2023

May 12, 2023
BUY
$39.82 - $46.36 $597 - $695
15 Added 1.64%
929 $38,000
Q4 2022

May 16, 2023
SELL
$38.25 - $43.54 $573 - $653
-15 Reduced 1.61%
914 $37,000
Q4 2022

Feb 13, 2023
BUY
$38.25 - $43.54 $34,960 - $39,795
914 New
914 $37,000
Q1 2022

May 12, 2022
SELL
$44.42 - $51.73 $11,460 - $13,346
-258 Closed
0 $0
Q4 2021

Feb 09, 2022
BUY
$48.64 - $55.07 $12,549 - $14,208
258 New
258 $26,000

Others Institutions Holding SCHA

# of Institutions
1,135
Shares Held
233M
Call Options Held
44.7K
Put Options Held
32.4K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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

Track Cassady Schiller Wealth Management, LLC Portfolio

Follow Cassady Schiller Wealth Management, 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 Cassady Schiller Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cassady Schiller Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email