Cascade Financial Partners, LLC Schwab Strategic U.S. Reit ETF Transaction History

Cascade Financial Partners, LLC

  • $798 Billion
  • Q3 2024

A detailed history of Cascade Financial Partners, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 126,058 shares of SCHH stock, worth $2.64 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
126,058
Previous 132,450 4.83%
Holding current value
$2.64 Million
Previous $2.65 Billion 8.52%
% of portfolio
0.36%
Previous 0.35%

Shares

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

Oct 24, 2024
SELL
$19.78 - $23.53 $126,433 - $150,403
-6,392 Reduced 4.83%
126,058 $2.87 Billion
Q2 2024

Jul 31, 2024
SELL
$18.53 - $20.2 $238,147 - $259,610
-12,852 Reduced 8.85%
132,450 $2.65 Billion
Q1 2024

May 14, 2024
BUY
$19.39 - $20.93 $2.82 Million - $3.04 Million
145,302 New
145,302 $2.8 Billion

Others Institutions Holding SCHH

# of Institutions
533
Shares Held
175M
Call Options Held
22.2K
Put Options Held
84.6K
View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

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