Cahill Financial Advisors Inc Schwab Strategic Tr Us Large C Transaction History

Cahill Financial Advisors Inc

  • $722 Million
  • Q1 2024

A detailed history of Cahill Financial Advisors Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cahill Financial Advisors Inc holds 62,598 shares of SCHG stock, worth $6.31 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
62,598
Previous 53,583 16.82%
Holding current value
$6.31 Million
Previous $4.45 Million 30.57%
% of portfolio
0.8%
Previous 0.66%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$80.6 - $93.32 $726,609 - $841,279
9,015 Added 16.82%
62,598 $5.8 Million
Q4 2023

Feb 13, 2024
BUY
$70.08 - $83.37 $217,808 - $259,113
3,108 Added 6.16%
53,583 $4.45 Million
Q3 2023

Nov 14, 2023
SELL
$71.99 - $78.02 $46,793 - $50,713
-650 Reduced 1.27%
50,475 $3.67 Million
Q2 2023

Aug 14, 2023
SELL
$63.6 - $74.95 $262,668 - $309,543
-4,130 Reduced 7.47%
51,125 $3.83 Million
Q1 2023

May 11, 2023
SELL
$54.19 - $65.17 $232,962 - $280,165
-4,299 Reduced 7.22%
55,255 $3.6 Million
Q4 2022

Feb 14, 2023
SELL
$54.31 - $60.76 $137,784 - $154,148
-2,537 Reduced 4.09%
59,554 $3.31 Million
Q3 2022

Nov 14, 2022
BUY
N/A
1,773 Added 2.94%
62,091 $3.47 Million
Q2 2022

Aug 08, 2022
BUY
N/A
5,463 Added 9.96%
60,318 $0
Q1 2022

May 12, 2022
BUY
N/A
22,835 Added 71.31%
54,855 $4.1 Million
Q4 2021

Feb 11, 2022
BUY
N/A
1,014 Added 3.27%
32,020 $5.24 Million
Q3 2021

Nov 16, 2021
BUY
N/A
302 Added 0.98%
31,006 $4.59 Million
Q2 2021

Aug 16, 2021
SELL
N/A
-1,414 Reduced 4.4%
30,704 $4.48 Million
Q1 2021

May 17, 2021
SELL
N/A
-561 Reduced 1.72%
32,118 $4.17 Million
Q4 2020

Feb 17, 2021
BUY
N/A
10,633 Added 48.23%
32,679 $4.2 Million
Q3 2020

Nov 17, 2020
BUY
N/A
30 Added 0.14%
22,046 $2.54 Million
Q2 2020

Aug 12, 2020
SELL
N/A
-10,850 Reduced 33.01%
22,016 $2.24 Million
Q1 2020

May 18, 2020
BUY
N/A
12,698 Added 62.96%
32,866 $2.62 Million
Q1 2020

May 15, 2020
SELL
N/A
-12,673 Reduced 38.59%
20,168 $2.9 Million
Q4 2019

Feb 14, 2020
SELL
N/A
-1,190 Reduced 3.5%
32,841 $0
Q3 2019

Nov 14, 2019
BUY
N/A
2,991 Added 9.64%
34,031 $0
Q2 2019

Aug 14, 2019
BUY
N/A
750 Added 2.48%
31,040 $2.58 Million
Q1 2019

May 16, 2019
BUY
N/A
22,236 Added 276.09%
30,290 $2.41 Million
Q4 2018

Feb 15, 2019
BUY
N/A
131 Added 1.65%
8,054 $556,000
Q3 2018

Nov 13, 2018
BUY
N/A
151 Added 1.94%
7,923 $650,000
Q2 2018

Aug 15, 2018
BUY
N/A
614 Added 8.58%
7,772 $589,000
Q1 2018

May 15, 2018
BUY
N/A
10 Added 0.14%
7,158 $514,000
Q4 2017

Feb 13, 2018
BUY
N/A
13 Added 0.18%
7,148 $506,000
Q3 2017

Nov 14, 2017
BUY
N/A
1,327 Added 22.85%
7,135 $472,000
Q2 2017

Aug 14, 2017
BUY
N/A
5,808
5,808 $368,000

Others Institutions Holding SCHG

# of Institutions
1,185
Shares Held
165M
Call Options Held
148K
Put Options Held
24.3K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Cahill Financial Advisors Inc Portfolio

Follow Cahill Financial Advisors Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cahill Financial Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Cahill Financial Advisors Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email