Cassady Schiller Wealth Management’s Dow Inc DOW Stock Holding History

Cassady Schiller Wealth Management’s Portfolio DOW Stock Details DOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$8.83K	Buy	220 +50	+29%	+$2.33K	﹤0.01%	354
2024 Q3	$9.29K	Sell	170 -112	-40%	-$5.91K	﹤0.01%	323
2024 Q2	$15K	Sell	282 -170	-38%	-$9.71K	0.01%	294
2024 Q1	$26.2K	Buy	452 +112	+33%	+$6.19K	0.01%	265
2023 Q4	$18.6K	Sell	340 -102	-23%	-$5.21K	0.01%	283
2023 Q3	$22.8K	Hold	442	–	–	0.01%	264
2023 Q2	$23.5K	Hold	442	–	–	0.01%	271
2023 Q1	$24.2K	Hold	442	–	–	0.01%	260
2022 Q4	$22.3K	Buy	+442	New	+$21.6K	0.01%	262
2022 Q1	–	Sell	-175	Closed	-$10K	–	240
2021 Q4	$10K	Buy	+175	New	+$9.98K	0.01%	315

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return