Cahill Financial Advisors Inc Schwab Strategic Tr Us Broad M Transaction History

Cahill Financial Advisors Inc

$714 Million
Q1 2025

A detailed history of Cahill Financial Advisors Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Cahill Financial Advisors Inc holds 37,863 shares of SCHB stock, worth $860,247. This represents 0.11% of its overall portfolio holdings.

Number of Shares

37,863

Previous 39,710 4.65%

Holding current value

$860,247

Previous $901,000 9.54%

% of portfolio

0.11%

Previous 0.13%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$21.23 - $23.75 $39,211 - $43,866	-1,847 Reduced 4.65%	37,863 $815,000
Q4 2024 Feb 13, 2025	BUY	$22.01 - $66.82 $772,440 - $2.35 Million	35,095 Added 760.46%	39,710 $901,000
Q3 2024 Nov 12, 2024	BUY	$59.93 - $66.52 $1,258 - $1,396	21 Added 0.46%	4,615 $306,000
Q1 2024 May 13, 2024	BUY	$54.61 - $61.05 $546 - $610	10 Added 0.22%	4,594 $280,000
Q4 2023 Feb 13, 2024	BUY	$47.61 - $55.91 $714 - $838	15 Added 0.33%	4,584 $255,000
Q3 2023 Nov 14, 2023	BUY	$49.59 - $53.57 $545 - $589	11 Added 0.24%	4,569 $227,000
Q2 2023 Aug 14, 2023	BUY	$47.08 - $51.7 $706 - $775	15 Added 0.33%	4,558 $235,000
Q1 2023 May 11, 2023	BUY	$44.47 - $49.23 $667 - $738	15 Added 0.33%	4,543 $217,000
Q4 2022 Feb 14, 2023	SELL	$41.94 - $47.81 $53,809 - $61,340	-1,283 Reduced 22.08%	4,528 $202,000
Q3 2022 Nov 14, 2022	BUY	$41.99 - $50.63 $881 - $1,063	21 Added 0.36%	5,811 $244,000
Q2 2022 Aug 08, 2022	BUY	$42.93 - $53.98 $772 - $971	18 Added 0.31%	5,790 $0
Q1 2022 May 12, 2022	BUY	$49.15 - $56.85 $142,141 - $164,410	2,892 Added 100.42%	5,772 $308,000
Q4 2021 Feb 11, 2022	BUY	$51.87 - $56.86 $414 - $454	8 Added 0.28%	2,880 $326,000
Q3 2021 Nov 16, 2021	SELL	$51.32 - $54.83 $70,462 - $75,281	-1,373 Reduced 32.34%	2,872 $298,000
Q2 2021 Aug 16, 2021	SELL	$48.92 - $52.14 $5,870 - $6,256	-120 Reduced 2.75%	4,245 $443,000
Q1 2021 May 17, 2021	SELL	$44.89 - $48.81 $23,253 - $25,283	-518 Reduced 10.61%	4,365 $422,000
Q4 2020 Feb 17, 2021	SELL	$39.03 - $45.5 $6,830 - $7,962	-175 Reduced 3.46%	4,883 $444,000
Q3 2020 Nov 17, 2020	BUY	$36.93 - $42.52 $997 - $1,148	27 Added 0.54%	5,058 $403,000
Q2 2020 Aug 12, 2020	BUY	$28.84 - $38.49 $3,691 - $4,926	128 Added 2.61%	5,031 $370,000
Q1 2020 May 18, 2020	SELL	$26.18 - $40.44 $910,016 - $1.41 Million	-34,760 Reduced 87.64%	4,903 $297,000
Q1 2020 May 15, 2020	BUY	$26.18 - $40.44 $909,833 - $1.41 Million	34,753 Added 707.8%	39,663 $1.98 Million
Q4 2019 Feb 14, 2020	SELL	$34.47 - $38.58 $15,373 - $17,206	-446 Reduced 8.33%	4,910 $0
Q3 2019 Nov 14, 2019	BUY	$35.32 - $36.13 $635 - $650	18 Added 0.34%	5,356 $0
Q2 2019 Aug 14, 2019	SELL	N/A	-719 Reduced 11.87%	5,338 $377,000
Q1 2019 May 16, 2019	SELL	N/A	-6,323 Reduced 51.07%	6,057 $413,000
Q4 2018 Feb 15, 2019	BUY	N/A	372 Added 3.1%	12,380 $742,000
Q3 2018 Nov 13, 2018	BUY	N/A	228 Added 1.94%	12,008 $846,000
Q2 2018 Aug 15, 2018	SELL	N/A	-5 Reduced 0.04%	11,780 $778,000
Q1 2018 May 15, 2018	BUY	N/A	318 Added 2.77%	11,785 $752,000
Q4 2017 Feb 13, 2018	BUY	N/A	38 Added 0.33%	11,467 $740,000
Q3 2017 Nov 14, 2017	SELL	N/A	-690 Reduced 5.69%	11,429 $697,000
Q2 2017 Aug 14, 2017	BUY	N/A	12,119	12,119 $709,000

Others Institutions Holding SCHB

# of Institutions

1,295

Shares Held

488M

Call Options Held

350K

Put Options Held

28.3K

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About SCHWAB STRATEGIC TR US BROAD M

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Cahill Financial Advisors Inc Schwab Strategic Tr Us Broad M Transaction History