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

Cascade Financial Partners, LLC

  • $767 Billion
  • Q4 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 22,247 shares of SCHD stock, worth $613,572. This represents 0.08% of its overall portfolio holdings.

Number of Shares
22,247
Previous 21,897 1.6%
Holding current value
$613,572
Previous $620 Million 2.02%
% of portfolio
0.08%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$26.93 - $84.95 $9,425 - $29,732
350 Added 1.6%
22,247 $608 Million
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
1,955
Shares Held
850M
Call Options Held
4.82M
Put Options Held
2.73M
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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