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Cassady Schiller Wealth Management, LLC: SCHF position timeline

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

Cassady Schiller Wealth Management, LLC held 75,270 SCHF 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 75,270 shares
    Change vs previous 13F +37,647 shares

    0.51% of the 13F portfolio, value $1,392,498.

    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 37,623 shares
    Change vs previous 13F +76 shares

    0.57% of the 13F portfolio, value $1,547,063.

    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 37,547 shares
    Change vs previous 13F -1,817 shares

    0.59% of the 13F portfolio, value $1,442,561.

    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 39,364 shares
    Change vs previous 13F +287 shares

    0.69% of the 13F portfolio, value $1,535,969.

    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 39,077 shares
    Change vs previous 13F +216 shares

    0.72% of the 13F portfolio, value $1,444,272.

    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 38,861 shares
    Change vs previous 13F -172 shares

    0.73% of the 13F portfolio, value $1,319,707.

    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 39,033 shares
    Change vs previous 13F -46 shares

    0.76% of the 13F portfolio, value $1,391,529.

    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 39,079 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,359,956.

    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).