Cahill Financial Advisors Inc Schwab Strategic Tr Us Dividen Transaction History
Cahill Financial Advisors Inc
- $707 Million
- Q3 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 74,119 shares of SCHD stock, worth $2.12 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
74,119
Previous 69,295
6.96%
Holding current value
$2.12 Million
Previous $5.39 Million
16.28%
% of portfolio
0.89%
Previous 0.75%
Shares
13 transactions
Others Institutions Holding SCHD
# of Institutions
1,751Shares Held
275MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$330 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$264 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$256 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$243 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$212 Million0.05% of portfolio