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 $351. This represents 0.0% of its overall portfolio holdings.

Number of Shares
15
Holding current value
$351
% 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
1,353
Shares Held
349M
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
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.

Choose your preferred platform and Sign Up 👇 Telegram Email