CSWM
CHRW icon

Cassady Schiller Wealth Management’s C.H. Robinson CHRW Stock Holding History

Cassady Schiller Wealth Management’s Portfolio CHRW Stock Details CHRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$103 Buy
+1
New +$108 ﹤0.01% 1102
2022
Q1 		– Sell
-9
Closed -$1K – 190
2021
Q4 		$1K Buy
+9
New +$874 ﹤0.01% 438

Other funds holding CHRW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cassady Schiller Wealth Management's CHRW Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in C.H. Robinson (CHRW) in Q4 2024: 1 share worth $103. The stake represents ﹤0.01% of the portfolio and ranks #1102 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in CHRW as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in CHRW in Q4 2021 and has held it in 2 quarters since. The position peaked at $1K in Q4 2021. 679 funds tracked by Wall St. Rank hold CHRW as of Q4 2024.

  • Cassady Schiller Wealth Management held 1 share of C.H. Robinson worth $103 as of Q4 2024.
  • C.H. Robinson was a new Cassady Schiller Wealth Management position in Q4 2024.
  • C.H. Robinson made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1102 holding.
  • Cassady Schiller Wealth Management first reported a position in C.H. Robinson in Q4 2021 and has held it in 2 quarters since.
  • Cassady Schiller Wealth Management's C.H. Robinson position peaked at $1K in Q4 2021.
  • 679 funds tracked by Wall St. Rank held C.H. Robinson as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.