Cascade Financial Partners, LLC Schwab Strategic U.S. Mid Cap Transaction History
Cascade Financial Partners, LLC
- $767 Billion
- Q4 2024
A detailed history of Cascade Financial Partners, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 30,888 shares of SCHM stock, worth $790,115. This represents 0.11% of its overall portfolio holdings.
Number of Shares
30,888
Previous 30,693
0.64%
Holding current value
$790,115
Previous $855 Million
0.09%
% of portfolio
0.11%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding SCHM
# of Institutions
1,011Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.52 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$731 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$258 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$194 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$191 Million2.94% of portfolio