Cassady Schiller Wealth Management, LLC Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 71,187 shares of SCHV stock, worth $2.05 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
71,187
Previous 24,249 193.57%
Holding current value
$2.05 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

# of Institutions
962
Shares Held
342M
Call Options Held
0
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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