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Discover Financial Services shares owned by Cassady Schiller Wealth Management

Quarter-by-quarter ownership of Discover Financial Services shares owned by Cassady Schiller Wealth Management from 13F filings

Historical chart of Cassady Schiller Wealth Management investment in Discover Financial Services

Tip: Access up to 7 years of quarterly data

All positions including Discover Financial Services held by Cassady Schiller Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Discover Financial Services by Cassady Schiller Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $41k 235 173.23
2024-09-30 $31k 218 140.29
2024-06-30 $29k 218 130.81
2024-03-31 $29k 218 131.09
2023-12-31 $23k 200 112.40
2023-09-30 $17k 200 86.63
2023-06-30 $23k 200 116.85
2023-03-31 $20k 200 98.84
2022-12-31 $20k 200 97.83
2021-12-31 $24k 208 115.38

More positions owned by Cassady Schiller Wealth Management

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Procter & Gamble Company (PG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Paylocity Holding Corporation (PCTY)
Cintas Corporation (CTAS)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Russell 3000 Etf (IWV)
Schwab Strategic Tr 1000 Index Etf (SCHK)
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)

View all positions for Cassady Schiller Wealth Management

Top funds holding Discover Financial Services

Van Eck Associates Corp.
Oliver Lagore Vanvalin Investment Group
Huntington National Bank

View all funds holding Discover Financial Services