CSWM
SCI icon

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 $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Cassady Schiller Wealth Management increased its Service Corp International (SCI) stake by 2.4% in Q4 2024, buying an estimated $491 and bringing the position to 256 shares worth $20.4K. The position accounts for 0.01% of the portfolio, ranked #278.

Cassady Schiller Wealth Management first reported a position in SCI in Q4 2021 and has held it in 10 quarters since. The position peaked at $35K in Q4 2021. 535 funds tracked by Wall St. Rank hold SCI as of Q4 2024.

  • Cassady Schiller Wealth Management held 256 shares of Service Corp International worth $20.4K as of Q4 2024.
  • Cassady Schiller Wealth Management bought 6 Service Corp International shares in Q4 2024, an estimated $491.
  • Service Corp International made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #278 holding.
  • Cassady Schiller Wealth Management first reported a position in Service Corp International in Q4 2021 and has held it in 10 quarters since.
  • Cassady Schiller Wealth Management's Service Corp International position peaked at $35K in Q4 2021.
  • 535 funds tracked by Wall St. Rank held Service Corp International as of Q4 2024.

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