Cahill Financial Advisors Inc Schwab Strategic Tr Intl Small Transaction History

Cahill Financial Advisors Inc

$707 Million
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 08, 2022	SELL	$31.0 - $38.49 $187,457 - $232,749	-6,047 Closed	0 $0
Q1 2022 May 12, 2022	SELL	$34.89 - $41.24 $418 - $494	-12 Reduced 0.2%	6,047 $230,000
Q4 2021 Feb 11, 2022	SELL	$39.06 - $43.63 $84,486 - $94,371	-2,163 Reduced 26.31%	6,059 $248,000
Q2 2021 Aug 16, 2021	BUY	$40.16 - $43.04 $1,686 - $1,807	42 Added 0.51%	8,222 $342,000
Q1 2021 May 17, 2021	SELL	$37.4 - $40.42 $4,188 - $4,527	-112 Reduced 1.35%	8,180 $322,000
Q4 2020 Feb 17, 2021	BUY	$31.39 - $37.85 $4,206 - $5,071	134 Added 1.64%	8,292 $312,000
Q3 2020 Nov 17, 2020	BUY	$29.72 - $33.44 $242,455 - $272,803	8,158 New	8,158 $265,000
Q1 2020 May 15, 2020	SELL	$20.7 - $34.9 $208,097 - $350,849	-10,053 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$31.2 - $34.65 $6,208 - $6,895	199 Added 2.02%	10,053 $0
Q3 2019 Nov 14, 2019	BUY	$31.72 - $32.37 $1,141 - $1,165	36 Added 0.37%	9,854 $0
Q1 2019 May 16, 2019	SELL	N/A	-1,017 Reduced 9.39%	9,818 $317,000
Q4 2018 Feb 15, 2019	BUY	N/A	4,855 Added 81.19%	10,835 $316,000
Q2 2018 Aug 15, 2018	BUY	N/A	437 Added 7.88%	5,980 $216,000
Q1 2018 May 15, 2018	BUY	N/A	5,543 New	5,543 $203,000

Others Institutions Holding SCHC

# of Institutions

428

Shares Held

45.6M

Call Options Held

0

Put Options Held

0

Pnc Financial Services Group, Inc. Pittsburgh, PA

4.71M
Shares

$162 Million
0.12% of portfolio
Savant Capital, LLC

3.18M
Shares

$110 Million
1.04% of portfolio
Tiaa, Fsb St. Louis, MO

1.68M
Shares

$57.8 Million
0.21% of portfolio
State Street Corp Boston, MA

1.53M
Shares

$52.7 Million
0.0% of portfolio
Tiaa Trust, National Association Charlotte, NC

1.53M
Shares

$52.7 Million
0.18% of portfolio

About SCHWAB STRATEGIC TR INTL SMALL

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