Cascades Capital Asset Management, LLC SCHD Holdings History
Cascades Capital Asset Management, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Cascades Capital Asset Management, LLC held 16,350.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $457,150.00. This investment constitutes 0.25% of their stock portfolio, and Cascades Capital Asset Management, LLC now holds 0% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2024Q3. And since then Cascades Capital Asset Management, LLC has made 1 purchases of SCHD, at an average price of $27.39, for a total of 72,048.00 shares. In addition, there have been 1 sales at an average price of $28.43 for 55,698.00 shares. Based on historical transaction data and SCHD's current price of $27.36, Cascades Capital Asset Management, LLC's estimated gain on his SCHD holdings is $57,721.39, reflecting a 2.93% gain to date.
Cascades Capital Asset Management, LLC SCHD ($27.36) Holding Chart
Cascades Capital Asset Management, LLC SCHD ($27.36) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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