Cassilly Financial Group LLC Schwab Strategic U.S. Mid Cap Transaction History

Cassilly Financial Group LLC

  • $113 Billion
  • Q4 2025

A detailed history of Cassilly Financial Group LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Cassilly Financial Group LLC holds 38,392 shares of SCHM stock, worth $1.12 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares
38,392
Holding current value
$1.12 Million
% of portfolio
1.02%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026
BUY
$28.9 - $30.17 $1.11 Million - $1.16 Million
38,392 New
38,392 $1.15 Billion

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
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More about SCHM
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