Cassady Schiller Wealth Management, LLC Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 15 shares of SCHX stock, worth $348. This represents 0.0% of its overall portfolio holdings.

Number of Shares
15
Holding current value
$348
% of portfolio
0.0%

Shares

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

Nov 06, 2024
BUY
$61.11 - $67.85 $916 - $1,017
15 New
15 $1,000
Q1 2024

May 13, 2024
BUY
$55.41 - $62.08 $25,156 - $28,184
454 New
454 $28,000
Q4 2022

Feb 13, 2023
BUY
$42.25 - $48.16 $50,446 - $57,503
1,194 New
1,194 $53,000

Others Institutions Holding SCHX

# of Institutions
1,349
Shares Held
348M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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