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Cassady Schiller Wealth Management’s Charter Communications CHTR Stock Holding History

Cassady Schiller Wealth Management’s Portfolio CHTR Stock Details CHTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$2.06K Buy
+6
New +$2.17K ﹤0.01% 567
2022
Q1 		– Sell
-4
Closed -$3K – 191
2021
Q4 		$3K Buy
+4
New +$2.72K ﹤0.01% 372

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Cassady Schiller Wealth Management opened a new position in Charter Communications (CHTR) in Q4 2024: 6 shares worth $2.06K. The stake represents ﹤0.01% of the portfolio and ranks #567 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in CHTR as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in CHTR in Q4 2021 and has held it in 2 quarters since. The position peaked at $3K in Q4 2021. 862 funds tracked by Wall St. Rank hold CHTR as of Q4 2024.

  • Cassady Schiller Wealth Management held 6 shares of Charter Communications worth $2.06K as of Q4 2024.
  • Charter Communications was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Charter Communications made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #567 holding.
  • Cassady Schiller Wealth Management first reported a position in Charter Communications in Q4 2021 and has held it in 2 quarters since.
  • Cassady Schiller Wealth Management's Charter Communications position peaked at $3K in Q4 2021.
  • 862 funds tracked by Wall St. Rank held Charter Communications as of Q4 2024.

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