Cahill Financial Advisors Inc Schwab Strategic Tr Us Dividen Transaction History

Cahill Financial Advisors Inc

$774 Million
Q2 2025

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 285,384 shares of SCHD stock, worth $7.58 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares

285,384

Previous 276,200 3.33%

Holding current value

$7.58 Million

Previous $7.72 Million 2.07%

% of portfolio

0.98%

Previous 1.08%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$24.32 - $27.87 $223,354 - $255,958	9,184 Added 3.33%	285,384 $7.56 Million
Q1 2025 May 14, 2025	BUY	$27.01 - $28.54 $432,187 - $456,668	16,001 Added 6.15%	276,200 $7.72 Million
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

2,022

Shares Held

839M

Call Options Held

4.51M

Put Options Held

2.75M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Cahill Financial Advisors Inc Schwab Strategic Tr Us Dividen Transaction History