Cahill Financial Advisors Inc Schwab Strategic Tr Us Small C Transaction History

Cahill Financial Advisors Inc

$714 Million
Q1 2025

A detailed history of Cahill Financial Advisors Inc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Cahill Financial Advisors Inc holds 145,622 shares of SCHA stock, worth $3.52 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

145,622

Previous 152,285 4.38%

Holding current value

$3.52 Million

Previous $3.94 Million 13.38%

% of portfolio

0.48%

Previous 0.55%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$23.16 - $27.04 $154,315 - $180,167	-6,663 Reduced 4.38%	145,622 $3.41 Million
Q4 2024 Feb 13, 2025	BUY	$25.33 - $51.16 $1.87 Million - $3.78 Million	73,950 Added 94.4%	152,285 $3.94 Million
Q3 2024 Nov 12, 2024	BUY	$46.9 - $51.96 $3,095 - $3,429	66 Added 0.08%	78,335 $4.03 Million
Q2 2024 Aug 06, 2024	BUY	$45.24 - $49.04 $3,890 - $4,217	86 Added 0.11%	78,269 $3.71 Million
Q1 2024 May 13, 2024	BUY	$44.84 - $49.24 $87,213 - $95,771	1,945 Added 2.55%	78,183 $3.85 Million
Q4 2023 Feb 13, 2024	SELL	$38.13 - $48.02 $32,486 - $40,913	-852 Reduced 1.11%	76,238 $3.6 Million
Q3 2023 Nov 14, 2023	SELL	$40.85 - $46.1 $49,837 - $56,242	-1,220 Reduced 1.56%	77,090 $3.19 Million
Q2 2023 Aug 14, 2023	BUY	$39.91 - $43.82 $135,055 - $148,286	3,384 Added 4.52%	78,310 $3.43 Million
Q1 2023 May 11, 2023	SELL	$39.82 - $46.36 $199,538 - $232,309	-5,011 Reduced 6.27%	74,926 $3.14 Million
Q4 2022 Feb 14, 2023	SELL	$38.25 - $43.54 $774,371 - $881,467	-20,245 Reduced 20.21%	79,937 $3.24 Million
Q3 2022 Nov 14, 2022	BUY	$37.65 - $45.9 $124,056 - $151,240	3,295 Added 3.4%	100,182 $3.79 Million
Q2 2022 Aug 08, 2022	SELL	$37.88 - $48.01 $96,972 - $122,905	-2,560 Reduced 2.57%	96,887 $0
Q1 2022 May 12, 2022	BUY	$44.42 - $51.73 $2.16 Million - $2.52 Million	48,643 Added 95.75%	99,447 $4.71 Million
Q4 2021 Feb 11, 2022	SELL	$48.64 - $55.07 $159,733 - $180,849	-3,284 Reduced 6.07%	50,804 $5.2 Million
Q3 2021 Nov 16, 2021	SELL	$48.3 - $52.49 $246,233 - $267,594	-5,098 Reduced 8.61%	54,088 $5.41 Million
Q2 2021 Aug 16, 2021	BUY	$48.39 - $52.91 $47,518 - $51,957	982 Added 1.69%	59,186 $6.17 Million
Q1 2021 May 17, 2021	SELL	$43.89 - $52.63 $267,465 - $320,727	-6,094 Reduced 9.48%	58,204 $5.8 Million
Q4 2020 Feb 17, 2021	BUY	$34.66 - $45.17 $1.33 Million - $1.74 Million	38,508 Added 149.31%	64,298 $5.72 Million
Q3 2020 Nov 17, 2020	BUY	$32.09 - $36.38 $2,503 - $2,837	78 Added 0.3%	25,790 $1.76 Million
Q2 2020 Aug 12, 2020	SELL	$23.59 - $35.22 $490,412 - $732,188	-20,789 Reduced 44.71%	25,712 $1.68 Million
Q1 2020 May 18, 2020	BUY	$22.29 - $38.7 $1.02 Million - $1.76 Million	45,597 Added 5043.92%	46,501 $2.4 Million
Q1 2020 May 15, 2020	SELL	$22.29 - $38.7 $883,909 - $1.53 Million	-39,655 Reduced 97.77%	904 $219,000
Q4 2019 Feb 14, 2020	BUY	$33.63 - $38.03 $10,862 - $12,283	323 Added 0.8%	40,559 $0
Q3 2019 Nov 14, 2019	BUY	$34.78 - $36.12 $21,146 - $21,960	608 Added 1.53%	40,236 $0
Q2 2019 Aug 14, 2019	SELL	N/A	-66 Reduced 0.17%	39,628 $2.83 Million
Q1 2019 May 16, 2019	BUY	N/A	1,777 Added 4.69%	39,694 $2.78 Million
Q4 2018 Feb 15, 2019	BUY	N/A	700 Added 1.88%	37,917 $2.3 Million
Q3 2018 Nov 13, 2018	BUY	N/A	64 Added 0.17%	37,217 $2.84 Million
Q2 2018 Aug 15, 2018	SELL	N/A	-90 Reduced 0.24%	37,153 $2.73 Million
Q1 2018 May 15, 2018	SELL	N/A	-139 Reduced 0.37%	37,243 $2.58 Million
Q4 2017 Feb 13, 2018	SELL	N/A	-26,511 Reduced 41.49%	37,382 $2.61 Million
Q3 2017 Nov 14, 2017	SELL	N/A	-2,146 Reduced 3.25%	63,893 $4.31 Million
Q2 2017 Aug 14, 2017	BUY	N/A	66,039	66,039 $4.22 Million

Others Institutions Holding SCHA

# of Institutions

1,258

Shares Held

245M

Call Options Held

58.5K

Put Options Held

4.8K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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Cahill Financial Advisors Inc Schwab Strategic Tr Us Small C Transaction History