CSWM
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Cassady Schiller Wealth Management’s Service Corp International SCI Stock Holding History

Cassady Schiller Wealth Management’s Portfolio SCI Stock Details SCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$20.4K Buy
256
+6
+2% +$491 0.01% 278
2024
Q3 		$19.7K Hold
250
– – 0.01% 274
2024
Q2 		$17.8K Hold
250
– – 0.01% 280
2024
Q1 		$18.6K Sell
250
-250
-50% -$17.6K 0.01% 296
2023
Q4 		$34.2K Hold
500
– – 0.02% 231
2023
Q3 		$28.6K Hold
500
– – 0.02% 242
2023
Q2 		$32.3K Hold
500
– – 0.02% 236
2023
Q1 		$34.4K Hold
500
– – 0.02% 231
2022
Q4 		$34.6K Buy
+500
New +$33.3K 0.02% 227
2022
Q1 		– Sell
-500
Closed -$35K – 508
2021
Q4 		$35K Buy
+500
New +$33.2K 0.02% 230

Other funds holding SCI

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return