Cassady Schiller Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Cassady Schiller Wealth Management, LLC

  • $268 Million
  • Q4 2024

A detailed history of Cassady Schiller Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 12 shares of SCHM stock, worth $349. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12
Previous 4 200.0%
Holding current value
$349
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$27.54 - $83.04 $220 - $664
8 Added 200.0%
12 $0
Q3 2024

Nov 06, 2024
BUY
$75.47 - $83.18 $301 - $332
4 New
4 $0
Q1 2023

May 12, 2023
BUY
$64.24 - $73.9 $128 - $147
2 Added 3.45%
60 $4,000
Q4 2022

May 16, 2023
SELL
$61.05 - $69.94 $122 - $139
-2 Reduced 3.33%
58 $3,000
Q4 2022

Feb 13, 2023
BUY
$61.05 - $69.94 $3,540 - $4,056
58 New
58 $3,000

Others Institutions Holding SCHM

# of Institutions
1,068
Shares Held
282M
Call Options Held
8.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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

Track Cassady Schiller Wealth Management, LLC Portfolio

Follow Cassady Schiller Wealth Management, 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 Cassady Schiller Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cassady Schiller Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email