Cassaday & CO Wealth Management LLC Schwab Strategic Tr Us Emergin Transaction History

Cassaday & CO Wealth Management LLC

  • $4.32 Billion
  • Q3 2025

A detailed history of Cassaday & CO Wealth Management LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 12,211 shares of SCHE stock, worth $412,853. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,211
Previous 12,164 0.39%
Holding current value
$412,853
Previous $366,000 11.2%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$30.13 - $33.37 $1,416 - $1,568
47 Added 0.39%
12,211 $407,000
Q2 2025

Aug 05, 2025
SELL
$24.38 - $30.18 $84,818 - $104,996
-3,479 Reduced 22.24%
12,164 $366,000
Q1 2025

May 05, 2025
BUY
$25.81 - $28.52 $6,968 - $7,700
270 Added 1.76%
15,643 $431,000
Q4 2024

Feb 03, 2025
BUY
$26.63 - $30.23 $409,382 - $464,725
15,373 New
15,373 $409,000

Others Institutions Holding SCHE

# of Institutions
893
Shares Held
156M
Call Options Held
18.3K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

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