Cahill Financial Advisors Inc Schwab Strategic Tr 1 5 Yr C Transaction History

Cahill Financial Advisors Inc

$715 Million
Q4 2024

A detailed history of Cahill Financial Advisors Inc transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Cahill Financial Advisors Inc holds 36,576 shares of SCHJ stock, worth $895,380. This represents 0.12% of its overall portfolio holdings.

Number of Shares

36,576

Previous 25,230 44.97%

Holding current value

$895,380

Previous $1.25 Million 28.78%

% of portfolio

0.12%

Previous 0.18%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$24.31 - $49.53 $275,821 - $561,967	11,346 Added 44.97%	36,576 $891,000
Q3 2024 Nov 12, 2024	BUY	$48.09 - $49.69 $577 - $596	12 Added 0.05%	25,230 $1.25 Million
Q2 2024 Aug 06, 2024	BUY	$47.73 - $48.35 $26,299 - $26,640	551 Added 2.23%	25,218 $1.22 Million
Q1 2024 May 13, 2024	BUY	$48.03 - $48.53 $25,696 - $25,963	535 Added 2.22%	24,667 $1.19 Million
Q4 2023 Feb 13, 2024	BUY	$46.51 - $48.38 $1,534 - $1,596	33 Added 0.14%	24,132 $1.17 Million
Q3 2023 Nov 14, 2023	BUY	$46.87 - $47.5 $75,601 - $76,617	1,613 Added 7.17%	24,099 $1.13 Million
Q2 2023 Aug 14, 2023	BUY	$47.14 - $47.79 $446,132 - $452,284	9,464 Added 72.68%	22,486 $1.06 Million
Q1 2023 May 11, 2023	SELL	$46.68 - $47.8 $63,531 - $65,055	-1,361 Reduced 9.46%	13,022 $619,000
Q4 2022 Feb 14, 2023	SELL	$45.76 - $47.27 $180,614 - $186,574	-3,947 Reduced 21.53%	14,383 $674,000
Q3 2022 Nov 14, 2022	SELL	$46.13 - $48.23 $263,725 - $275,730	-5,717 Reduced 23.77%	18,330 $849,000
Q2 2022 Aug 08, 2022	SELL	$46.81 - $48.49 $138,651 - $143,627	-2,962 Reduced 10.97%	24,047 $0
Q1 2022 May 12, 2022	SELL	$48.35 - $50.5 $51,202 - $53,479	-1,059 Reduced 3.77%	27,009 $1.31 Million
Q4 2021 Feb 11, 2022	BUY	$50.42 - $51.09 $1.37 Million - $1.39 Million	27,154 Added 2970.9%	28,068 $1.42 Million
Q3 2021 Nov 16, 2021	BUY	$51.05 - $51.3 $46,659 - $46,888	914 New	914 $47,000

Others Institutions Holding SCHJ

# of Institutions

115

Shares Held

6.89M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 1 - 5 YR C

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Cahill Financial Advisors Inc Schwab Strategic Tr 1 5 Yr C Transaction History