Cassady Schiller Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Cassady Schiller Wealth Management, LLC

  • $268 Million
  • Q4 2024

A detailed history of Cassady Schiller Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 52 shares of SCHX stock, worth $1,380. This represents 0.0% of its overall portfolio holdings.

Number of Shares
52
Previous 15 246.67%
Holding current value
$1,380
Previous $1,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 10, 2025
BUY
$22.4 - $68.28 $828 - $2,526
37 Added 246.67%
52 $1,000
Q3 2024

Nov 06, 2024
BUY
$61.11 - $67.85 $916 - $1,017
15 New
15 $1,000
Q1 2024

May 13, 2024
BUY
$55.41 - $62.08 $25,156 - $28,184
454 New
454 $28,000
Q4 2022

Feb 13, 2023
BUY
$42.25 - $48.16 $50,446 - $57,503
1,194 New
1,194 $53,000

Others Institutions Holding SCHX

# of Institutions
1,633
Shares Held
1.14B
Call Options Held
64.2K
Put Options Held
12K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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