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

Cahill Financial Advisors Inc

  • $714 Million
  • Q1 2025

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 66,032 shares of SCHM stock, worth $1.79 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
66,032
Previous 60,935 8.36%
Holding current value
$1.79 Million
Previous $1.69 Million 2.49%
% of portfolio
0.24%
Previous 0.24%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$25.58 - $29.24 $130,381 - $149,036
5,097 Added 8.36%
66,032 $1.73 Million
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
1,003
Shares Held
283M
Call Options Held
45.7K
Put Options Held
5.47K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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