Cascade Financial Partners, LLC Schwab Strategic Tr Us Dividen Transaction History

Cascade Financial Partners, LLC

  • $798 Billion
  • Q3 2024

A detailed history of Cascade Financial Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 21,897 shares of SCHD stock, worth $601,510. This represents 0.08% of its overall portfolio holdings.

Number of Shares
21,897
Previous 10,206 114.55%
Holding current value
$601,510
Previous $794 Million 21.83%
% of portfolio
0.08%
Previous 0.1%

Shares

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

Oct 24, 2024
BUY
$77.02 - $85.06 $900,440 - $994,436
11,691 Added 114.55%
21,897 $620 Million
Q1 2024

May 14, 2024
BUY
$75.25 - $80.63 $768,001 - $822,909
10,206 New
10,206 $784 Million

Others Institutions Holding SCHD

# of Institutions
1,761
Shares Held
276M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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