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
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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