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

Cascade Financial Partners, LLC

  • $872 Billion
  • Q3 2025

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 15,034 shares of SCHD stock, worth $409,526. This represents 0.05% of its overall portfolio holdings.

Number of Shares
15,034
Previous 15,034 -0.0%
Holding current value
$409,526
Previous $398 Million 3.02%
% of portfolio
0.05%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
SELL
$24.32 - $27.87 $147,014 - $168,474
-6,045 Reduced 28.68%
15,034 $398 Million
Q1 2025

May 13, 2025
SELL
$27.01 - $28.54 $31,547 - $33,334
-1,168 Reduced 5.25%
21,079 $589 Million
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
2,058
Shares Held
873M
Call Options Held
4.95M
Put Options Held
2.61M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Cascade Financial Partners, LLC Portfolio

Follow Cascade Financial Partners, 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 Cascade Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cascade Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email