A detailed history of Cassady Schiller Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 71,187 shares of SCHV stock, worth $1.92 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
71,187
Previous 24,249 193.57%
Holding current value
$1.92 Million
Previous $1.95 Million 4.77%
% of portfolio
0.69%
Previous 0.75%

Shares

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

Feb 10, 2025

BUY
$25.79 - $80.4 $1.21 Million - $3.77 Million
46,938 Added 193.57%
71,187 $1.86 Million
Q4 2023

Feb 09, 2024

SELL
$61.16 - $70.24 $142,992 - $164,221
-2,338 Reduced 8.79%
24,249 $1.7 Million
Q3 2023

Nov 09, 2023

SELL
$64.45 - $69.39 $17,917 - $19,290
-278 Reduced 1.03%
26,587 $1.71 Million
Q2 2023

Aug 10, 2023

SELL
$63.33 - $67.21 $28,118 - $29,841
-444 Reduced 1.63%
26,865 $1.8 Million
Q1 2023

May 12, 2023

SELL
$62.59 - $69.3 $9,513 - $10,533
-152 Reduced 0.55%
27,309 $1.79 Million
Q4 2022

May 16, 2023

SELL
$59.13 - $69.24 $16,438 - $19,248
-278 Reduced 1.02%
27,031 $1.78 Million
Q4 2022

Feb 13, 2023

BUY
$59.13 - $69.24 $380,915 - $446,044
6,442 Added 30.65%
27,461 $1.81 Million
Q3 2022

Nov 09, 2022

BUY
$58.51 - $69.02 $986,244 - $1.16 Million
16,856 Added 404.9%
21,019 $1.23 Million
Q2 2022

Aug 11, 2022

BUY
$60.93 - $72.3 $253,651 - $300,984
4,163 New
4,163 $260,000
Q1 2022

May 12, 2022

SELL
$67.71 - $74.19 $85,653 - $93,850
-1,265 Closed
0 $0
Q4 2021

Feb 09, 2022

BUY
$67.9 - $73.3 $85,893 - $92,724
1,265 New
1,265 $93,000

Others Institutions Holding SCHV

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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.