Cascade Financial Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Cascade Financial Partners, LLC

  • $798 Billion
  • Q3 2024

A detailed history of Cascade Financial Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 32,410 shares of SCHX stock, worth $762,931. This represents 0.09% of its overall portfolio holdings.

Number of Shares
32,410
Previous 11,112 191.67%
Holding current value
$762,931
Previous $714 Million 4.45%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Oct 24, 2024
BUY
$61.11 - $67.85 $1.3 Million - $1.45 Million
21,298 Added 191.67%
32,410 $746 Million
Q2 2024

Jul 31, 2024
SELL
$58.7 - $64.78 $37,626 - $41,523
-641 Reduced 5.45%
11,112 $714 Million
Q1 2024

May 14, 2024
BUY
$55.41 - $62.08 $651,233 - $729,626
11,753 New
11,753 $712 Million

Others Institutions Holding SCHX

# of Institutions
1,353
Shares Held
349M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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