Cahill Financial Advisors Inc Schwab Strategic Tr Us Dividen Transaction History

Cahill Financial Advisors Inc

$715 Million
Q4 2024

A detailed history of Cahill Financial Advisors Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Cahill Financial Advisors Inc holds 260,199 shares of SCHD stock, worth $7.34 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares

260,199

Previous 74,119 251.06%

Holding current value

$7.34 Million

Previous $6.27 Million 13.46%

% of portfolio

0.99%

Previous 0.89%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$26.93 - $84.95 $5.01 Million - $15.8 Million	186,080 Added 251.06%	260,199 $7.11 Million
Q3 2024 Nov 12, 2024	BUY	$77.02 - $85.06 $371,544 - $410,329	4,824 Added 6.96%	74,119 $6.27 Million
Q2 2024 Aug 06, 2024	BUY	$75.81 - $80.15 $350,318 - $370,373	4,621 Added 7.15%	69,295 $5.39 Million
Q1 2024 May 13, 2024	BUY	$75.25 - $80.63 $1.94 Million - $2.07 Million	25,719 Added 66.02%	64,674 $5.21 Million
Q4 2023 Feb 13, 2024	BUY	$66.9 - $76.32 $196,485 - $224,151	2,937 Added 8.15%	38,955 $2.97 Million
Q3 2023 Nov 14, 2023	BUY	$70.63 - $75.66 $328,712 - $352,121	4,654 Added 14.84%	36,018 $2.55 Million
Q2 2023 Aug 14, 2023	BUY	$69.18 - $73.94 $360,012 - $384,783	5,204 Added 19.89%	31,364 $2.28 Million
Q1 2023 May 11, 2023	BUY	$70.28 - $78.03 $419,852 - $466,151	5,974 Added 29.59%	26,160 $1.91 Million
Q4 2022 Feb 14, 2023	BUY	$67.16 - $79.06 $915,995 - $1.08 Million	13,639 Added 208.32%	20,186 $1.52 Million
Q3 2022 Nov 14, 2022	BUY	$66.43 - $77.87 $7,573 - $8,877	114 Added 1.77%	6,547 $435,000
Q2 2022 Aug 08, 2022	BUY	$70.31 - $80.24 $108,488 - $123,810	1,543 Added 31.55%	6,433 $0
Q1 2022 May 12, 2022	BUY	$75.14 - $81.94 $367,434 - $400,686	4,890 New	4,890 $386,000
Q4 2021 Feb 11, 2022	SELL	$74.93 - $80.86 $56,122 - $60,564	-749 Closed	0 $0
Q3 2021 Nov 16, 2021	BUY	$74.23 - $78.13 $55,598 - $58,519	749 New	749 $56,000

Others Institutions Holding SCHD

# of Institutions

1,931

Shares Held

820M

Call Options Held

4.82M

Put Options Held

2.73M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Cahill Financial Advisors Inc Schwab Strategic Tr Us Dividen Transaction History