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Schwab Strategic Tr us dividend eq shares owned by Cascades Capital Asset Management

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Cascades Capital Asset Management from 13F filings

Historical chart of Cascades Capital Asset Management investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Cascades Capital Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Cascades Capital Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 19k 84.53

More positions owned by Cascades Capital Asset Management

Vanguard S&P 500 ETF Common Equity (VOO)
Vanguard S&P 500 Value Common Equity (VOOV)
Vanguard Dividend Appreciation ETF Common Equity (VIG)
Microsoft Corp Common Equity (MSFT)
Apple Common Equity (AAPL)
Nvidia Corp Common Equity (NVDA)
Vanguard Growth ETF Common Equity (VUG)
Unitedhealth Group Common Equity (UNH)
Wisdomtree Floating Rate Treasury ETF Common Equity (USFR)
Wisdomtree US Quality Dividend Common Equity (DGRW)
S P D R S&p 500 Etf Common Equity (SPY)
Vanguard Mid Cap Index ETF Common Equity (VO)
Alphabet Inc Class A Common Equity (GOOGL)
Pacer Swan SOS Fund Of Funds Common Equity (PSFF)
Lilly Eli & Company Common Equity (LLY)

View all positions for Cascades Capital Asset Management

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
Morgan Stanley
Sumitomo Life Insurance
H D Vest Advisory Services
Bank of America Corporation
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Sontag Advisory
Wealthfront Advisers
Commonwealth Equity Services
Orgel Wealth Management
Wells Fargo & Company
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq