CSWM
STXF

Cassady Schiller Wealth Management’s Strive 500 ETF STXF Stock Holding History

Cassady Schiller Wealth Management’s Portfolio STXF Stock Details STXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$124K Buy
3,285
+1,045
+47% +$39.7K 0.05% 150
2024
Q3 		$82.5K Buy
2,240
+856
+62% +$30.4K 0.03% 171
2024
Q2 		$48.4K Hold
1,384
– – 0.02% 201
2024
Q1 		$46.6K Hold
1,384
– – 0.02% 216
2023
Q4 		$42.3K Buy
1,384
+300
+28% +$8.58K 0.02% 216
2023
Q3 		$29.7K Hold
1,084
– – 0.02% 237
2023
Q2 		$30.7K Hold
1,084
– – 0.02% 246
2023
Q1 		$28.3K Hold
1,084
– – 0.01% 244
2022
Q4 		$26.3K Buy
+1,084
New +$26.5K 0.02% 246

Other funds holding STXF

SFO
Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $461M AUM 20.77% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return

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

Cassady Schiller Wealth Management increased its Strive 500 ETF (STXF) stake by 47% in Q4 2024, buying an estimated $39.7K and bringing the position to 3,285 shares worth $124K. The position accounts for 0.05% of the portfolio, ranked #150.

Cassady Schiller Wealth Management first reported a position in STXF in Q4 2022 and has held it in 9 quarters since. 119 funds tracked by Wall St. Rank hold STXF as of Q4 2024.

  • Cassady Schiller Wealth Management held 3,285 shares of Strive 500 ETF worth $124K as of Q4 2024.
  • Cassady Schiller Wealth Management bought 1,045 Strive 500 ETF shares in Q4 2024, an estimated $39.7K.
  • Strive 500 ETF made up 0.05% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #150 holding.
  • Cassady Schiller Wealth Management first reported a position in Strive 500 ETF in Q4 2022 and has held it in 9 quarters since.
  • 119 funds tracked by Wall St. Rank held Strive 500 ETF as of Q4 2024.

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