Cassady Schiller Wealth Management, LLC current holdings: USA Funds
Cassady Schiller Wealth Management, LLC reported $0.00 billion in funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), 2 positions, in its Form 13F for the quarter ended 2024-12-31; the largest are SCHWAB CHARLES FAMILY FD, RETAIL OPPORTUNITY INVTS COR.
- SCHWAB CHARLES FAMILY FD: Country of operation —; Class AMT TAX FREE MNY; Shares 3,382,476; Value $3,382,476.
- RETAIL OPPORTUNITY INVTS COR: Country of operation United States; Class COM; Shares 56; Value $972.
Form 13F-HR as filed (SEC CIK 1904425): quarter ended 2024-12-31, filed 2025-02-10. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
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