Cahill Financial Advisors Inc Schwab Strategic U.S. Mid Cap Transaction History

Cahill Financial Advisors Inc

$715 Million
Q4 2024

A detailed history of Cahill Financial Advisors Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Cahill Financial Advisors Inc holds 60,935 shares of SCHM stock, worth $1.59 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

60,935

Previous 19,790 207.91%

Holding current value

$1.59 Million

Previous $1.64 Million 2.68%

% of portfolio

0.24%

Previous 0.23%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$27.54 - $83.04 $1.13 Million - $3.42 Million	41,145 Added 207.91%	60,935 $1.69 Million
Q3 2024 Nov 12, 2024	SELL	$75.47 - $83.18 $31,772 - $35,018	-421 Reduced 2.08%	19,790 $1.64 Million
Q2 2024 Aug 06, 2024	SELL	$75.69 - $81.19 $6,887 - $7,388	-91 Reduced 0.45%	20,211 $1.57 Million
Q1 2024 May 13, 2024	SELL	$72.89 - $81.43 $466,277 - $520,907	-6,397 Reduced 23.96%	20,302 $1.65 Million
Q4 2023 Feb 13, 2024	SELL	$63.01 - $75.95 $11,467 - $13,822	-182 Reduced 0.68%	26,699 $2.01 Million
Q3 2023 Nov 14, 2023	SELL	$66.75 - $73.98 $164,538 - $182,360	-2,465 Reduced 8.4%	26,881 $1.82 Million
Q2 2023 Aug 14, 2023	SELL	$65.29 - $71.03 $51,122 - $55,616	-783 Reduced 2.6%	29,346 $2.08 Million
Q1 2023 May 11, 2023	BUY	$64.24 - $73.9 $4,304 - $4,951	67 Added 0.22%	30,129 $2.04 Million
Q4 2022 Feb 14, 2023	SELL	$61.05 - $69.94 $742,184 - $850,260	-12,157 Reduced 28.8%	30,062 $1.97 Million
Q3 2022 Nov 14, 2022	BUY	$60.5 - $72.51 $27,043 - $32,411	447 Added 1.07%	42,219 $2.56 Million
Q2 2022 Aug 08, 2022	SELL	$60.91 - $76.4 $7,796 - $9,779	-128 Reduced 0.31%	41,772 $0
Q1 2022 May 12, 2022	SELL	$70.66 - $80.89 $30,525 - $34,944	-432 Reduced 1.02%	41,900 $3.18 Million
Q4 2021 Feb 11, 2022	SELL	$76.01 - $83.39 $19,002 - $20,847	-250 Reduced 0.59%	42,332 $3.41 Million
Q3 2021 Nov 16, 2021	SELL	$74.65 - $80.95 $51,732 - $56,098	-693 Reduced 1.6%	42,582 $3.26 Million
Q2 2021 Aug 16, 2021	BUY	$74.64 - $79.12 $86,358 - $91,541	1,157 Added 2.75%	43,275 $3.39 Million
Q1 2021 May 17, 2021	BUY	$67.07 - $76.85 $26,626 - $30,509	397 Added 0.95%	42,118 $3.14 Million
Q4 2020 Feb 17, 2021	SELL	$55.93 - $68.45 $32,159 - $39,358	-575 Reduced 1.36%	41,721 $2.85 Million
Q3 2020 Nov 17, 2020	BUY	$51.99 - $58.83 $129,351 - $146,369	2,488 Added 6.25%	42,296 $2.35 Million
Q2 2020 Aug 12, 2020	SELL	$39.01 - $57.03 $1.25 Million - $1.82 Million	-31,999 Reduced 44.56%	39,808 $2.1 Million
Q1 2020 May 18, 2020	BUY	$35.83 - $62.24 $2.14 Million - $3.71 Million	59,667 Added 491.49%	71,807 $3.03 Million
Q1 2020 May 15, 2020	SELL	$35.83 - $62.24 $2.02 Million - $3.51 Million	-56,413 Reduced 82.29%	12,140 $1.21 Million
Q4 2019 Feb 14, 2020	BUY	$54.56 - $60.24 $76,929 - $84,938	1,410 Added 2.1%	68,553 $0
Q3 2019 Nov 14, 2019	SELL	$56.23 - $57.59 $57,242 - $58,626	-1,018 Reduced 1.49%	67,143 $0
Q2 2019 Aug 14, 2019	BUY	N/A	1,159 Added 1.73%	68,161 $3.89 Million
Q1 2019 May 16, 2019	SELL	N/A	-8,967 Reduced 11.8%	67,002 $3.71 Million
Q4 2018 Feb 15, 2019	SELL	N/A	-994 Reduced 1.29%	75,969 $3.64 Million
Q3 2018 Nov 13, 2018	BUY	N/A	400 Added 0.52%	76,963 $4.45 Million
Q2 2018 Aug 15, 2018	SELL	N/A	-109 Reduced 0.14%	76,563 $4.2 Million
Q1 2018 May 15, 2018	BUY	N/A	3,973 Added 5.46%	76,672 $4.06 Million
Q4 2017 Feb 13, 2018	BUY	N/A	1,500 Added 2.11%	72,699 $3.87 Million
Q3 2017 Nov 14, 2017	SELL	N/A	-1,317 Reduced 1.82%	71,199 $3.57 Million
Q2 2017 Aug 14, 2017	BUY	N/A	72,516	72,516 $3.49 Million

Others Institutions Holding SCHM

# of Institutions

1,008

Shares Held

273M

Call Options Held

15K

Put Options Held

1.1K

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About SCHWAB STRATEGIC U.S. MID-CAP

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Cahill Financial Advisors Inc Schwab Strategic U.S. Mid Cap Transaction History