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

Cassady Schiller Wealth Management, LLC

  • $223 Million
  • Q1 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 24,249 shares of SCHV stock, worth $1.79 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares
24,249
Previous 24,249 -0.0%
Holding current value
$1.79 Million
Previous $1.7 Million 8.42%
% of portfolio
0.82%
Previous 0.84%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$64.27 - $69.24 $17,867 - $19,248
-278 Reduced 1.02%
27,031 $1.78 Million
Q4 2022

Feb 13, 2023
BUY
$64.27 - $69.24 $414,027 - $446,044
6,442 Added 30.65%
27,461 $1.81 Million
Q3 2022

Nov 09, 2022
BUY
N/A
16,856 Added 404.9%
21,019 $1.23 Million
Q2 2022

Aug 11, 2022
BUY
N/A
4,163 New
4,163 $260,000
Q1 2022

May 12, 2022
SELL
N/A
-1,265 Closed
0 $0
Q4 2021

Feb 09, 2022
BUY
N/A
1,265 New
1,265 $93,000

Others Institutions Holding SCHV

# of Institutions
787
Shares Held
102M
Call Options Held
9.1K
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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