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

Cassady Schiller Wealth Management, LLC

  • $268 Million
  • Q4 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 1,055 shares of SCHA stock, worth $28,094. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,055
Previous 596 77.01%
Holding current value
$28,094
Previous $30,000 10.0%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$25.33 - $51.16 $11,626 - $23,482
459 Added 77.01%
1,055 $27,000
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
1,239
Shares Held
271M
Call Options Held
66.4K
Put Options Held
2.7K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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