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Cassady Schiller Wealth Management, LLC: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cassady Schiller Wealth Management, LLC on SCHB, newest first. How the timeline and the estimate are built.

Cassady Schiller Wealth Management, LLC held 226,960 SCHB shares at 2024-12-31 per its 13F-HR filed 2025-02-10.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 226,960 shares
    Change vs previous 13F +151,306 shares

    1.89% of the 13F portfolio, value $5,151,985.

    13F-HR 0001855205-25-000006 filed by Cassady Schiller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-09-30
    13F 75,654 shares
    Change vs previous 13F -134 shares

    1.84% of the 13F portfolio, value $5,032,484.

    13F-HR 0001855205-24-000048 filed by Cassady Schiller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-06-30
    13F 75,788 shares
    Change vs previous 13F -2,740 shares

    1.94% of the 13F portfolio, value $4,764,773.

    13F-HR 0001855205-24-000027 filed by Cassady Schiller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-03-31
    13F 78,528 shares
    Change vs previous 13F -1,821 shares

    2.14% of the 13F portfolio, value $4,794,116.

    13F-HR 0001998414-24-000001 filed by Cassady Schiller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-12-31
    13F 80,349 shares
    Change vs previous 13F -1,040 shares

    2.24% of the 13F portfolio, value $4,473,012.

    13F-HR 0001855205-24-000004 filed by Cassady Schiller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-09-30
    13F 81,389 shares
    Change vs previous 13F 0 shares

    2.25% of the 13F portfolio, value $4,057,227.

    13F-HR 0001904425-23-000009 filed by Cassady Schiller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-06-30
    13F 81,389 shares
    Change vs previous 13F +1,920 shares

    2.29% of the 13F portfolio, value $4,207,796.

    13F-HR 0001904425-23-000004 filed by Cassady Schiller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-03-31
    13F 79,469 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $3,802,577.

    13F-HR 0001904425-23-000002 filed by Cassady Schiller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).