Cassady Schiller Wealth Management, LLC SCHK Holdings History
Cassady Schiller Wealth Management, LLC's Schwab 1000 Index ETF Holding Summary
As of 2024-12-31, Cassady Schiller Wealth Management, LLC held 136,558.00 shares of Schwab 1000 Index ETF(SCHK), totaling $3.87 Mil. This investment constitutes 1.44% of their stock portfolio, and Cassady Schiller Wealth Management, LLC now holds 0.1% of the outstanding Schwab 1000 Index ETF(SCHK) stock.
The initial trade took place in 2021Q4. And since then Cassady Schiller Wealth Management, LLC has made 10 purchases of SCHK, at an average price of $36.20, for a total of 154,089.00 shares. In addition, there have been 2 sales at an average price of $38.48 for 17,531.00 shares. Based on historical transaction data and SCHK's current price of $30.43, Cassady Schiller Wealth Management, LLC's estimated gain on his SCHK holdings is $-747,988.72, reflecting a -13.41% gain to date.
Cassady Schiller Wealth Management, LLC SCHK ($30.43) Holding Chart
Cassady Schiller Wealth Management, LLC SCHK ($30.43) 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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