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

Cascade Financial Partners, LLC

$872 Billion
Q3 2025

A detailed history of Cascade Financial Partners, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 118,765 shares of SCHE stock, worth $4.02 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

118,765

Previous 119,109 0.29%

Holding current value

$4.02 Million

Previous $3.59 Billion 10.4%

% of portfolio

0.45%

Previous 0.43%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$30.13 - $33.37 $10,364 - $11,479	-344 Reduced 0.29%	118,765 $3.96 Billion
Q2 2025 Aug 07, 2025	BUY	$24.38 - $30.18 $48 - $60	2 Added 0.0%	119,109 $3.59 Billion
Q1 2025 May 13, 2025	SELL	$25.81 - $28.52 $150,988 - $166,842	-5,850 Reduced 4.68%	119,107 $3.28 Billion
Q4 2024 Feb 07, 2025	BUY	$26.63 - $30.23 $4,047 - $4,594	152 Added 0.12%	124,957 $3.33 Billion
Q3 2024 Oct 24, 2024	BUY	$25.45 - $29.53 $25 - $29	1 Added 0.0%	124,805 $3.61 Billion

Q2 2024 Jul 31, 2024	SELL	$24.67 - $27.2 $1,726 - $1,904	-70 Reduced 0.06%	124,804 $3.31 Billion
Q1 2024 May 14, 2024	BUY	$23.47 - $25.45 $2.93 Million - $3.18 Million	124,874 New	124,874 $3.14 Billion

Others Institutions Holding SCHE

# of Institutions

893

Shares Held

156M

Call Options Held

18.3K

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

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