Cahill Financial Advisors Inc Schwab Short Term Us Treasury Transaction History

Cahill Financial Advisors Inc

$707 Million
Q3 2024

A detailed history of Cahill Financial Advisors Inc transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Cahill Financial Advisors Inc holds 13,743 shares of SCHO stock, worth $331,068. This represents 0.1% of its overall portfolio holdings.

Number of Shares

13,743

Previous 14,330 4.1%

Holding current value

$331,068

Previous $689,000 2.32%

% of portfolio

0.1%

Previous 0.1%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$47.93 - $49.06 $28,134 - $28,798	-587 Reduced 4.1%	13,743 $673,000
Q2 2024 Aug 06, 2024	SELL	$47.75 - $48.13 $120,807 - $121,768	-2,530 Reduced 15.01%	14,330 $689,000
Q1 2024 May 13, 2024	SELL	$48.05 - $48.63 $109,025 - $110,341	-2,269 Reduced 11.86%	16,860 $812,000
Q4 2023 Feb 13, 2024	BUY	$47.66 - $48.45 $6,338 - $6,443	133 Added 0.7%	19,129 $926,000
Q3 2023 Nov 14, 2023	BUY	$47.78 - $48.2 $65,554 - $66,130	1,372 Added 7.78%	18,996 $909,000
Q2 2023 Aug 14, 2023	BUY	$48.06 - $48.89 $469,353 - $477,459	9,766 Added 124.28%	17,624 $847,000
Q1 2023 May 11, 2023	SELL	$47.8 - $49.0 $13,384 - $13,720	-280 Reduced 3.44%	7,858 $383,000
Q4 2022 Feb 14, 2023	SELL	$47.89 - $48.47 $11,014 - $11,148	-230 Reduced 2.75%	8,138 $392,000
Q3 2022 Nov 14, 2022	BUY	$48.15 - $49.37 $187,785 - $192,543	3,900 Added 87.29%	8,368 $404,000
Q2 2022 Aug 08, 2022	SELL	$48.73 - $49.59 $8.6 Million - $8.75 Million	-176,436 Reduced 97.53%	4,468 $0
Q1 2022 May 12, 2022	BUY	$49.47 - $50.82 $1.09 Million - $1.12 Million	22,104 Added 13.92%	180,904 $8.96 Million
Q4 2021 Feb 11, 2022	SELL	$50.83 - $51.21 $4.1 Million - $4.13 Million	-80,663 Reduced 33.68%	158,800 $8.08 Million
Q3 2021 Nov 16, 2021	SELL	$51.18 - $51.3 $440,813 - $441,846	-8,613 Reduced 3.47%	239,463 $12.3 Million
Q2 2021 Aug 16, 2021	SELL	$51.19 - $51.33 $100,434 - $100,709	-1,962 Reduced 0.78%	248,076 $12.7 Million
Q1 2021 May 17, 2021	SELL	$51.27 - $51.41 $742,697 - $744,725	-14,486 Reduced 5.48%	250,038 $12.8 Million
Q4 2020 Feb 17, 2021	BUY	$51.37 - $51.48 $145,788 - $146,100	2,838 Added 1.08%	264,524 $13.6 Million
Q3 2020 Nov 17, 2020	BUY	$51.49 - $51.63 $253,433 - $254,122	4,922 Added 1.92%	261,686 $13.5 Million
Q2 2020 Aug 12, 2020	BUY	$51.53 - $51.71 $93,011 - $93,336	1,805 Added 0.71%	256,764 $13.3 Million
Q1 2020 May 18, 2020	BUY	$50.48 - $51.73 $11.8 Million - $12 Million	232,818 Added 1051.52%	254,959 $13.2 Million
Q1 2020 May 15, 2020	SELL	$50.48 - $51.73 $11.2 Million - $11.5 Million	-221,601 Reduced 90.92%	22,141 $1.2 Million
Q4 2019 Feb 14, 2020	BUY	$50.38 - $50.71 $1.14 Million - $1.15 Million	22,617 Added 10.23%	243,742 $0
Q3 2019 Nov 14, 2019	BUY	$50.39 - $50.59 $653,205 - $655,798	12,963 Added 6.23%	221,125 $0
Q2 2019 Aug 14, 2019	BUY	N/A	50,980 Added 32.43%	208,162 $10.5 Million
Q1 2019 May 16, 2019	BUY	N/A	41,895 Added 36.34%	157,182 $7.89 Million
Q4 2018 Feb 15, 2019	BUY	N/A	12,892 Added 12.59%	115,287 $5.75 Million
Q3 2018 Nov 13, 2018	BUY	N/A	16,413 Added 19.09%	102,395 $5.08 Million
Q2 2018 Aug 15, 2018	BUY	N/A	15,846 Added 22.59%	85,982 $4.28 Million
Q1 2018 May 15, 2018	BUY	N/A	44,216 Added 170.59%	70,136 $3.5 Million
Q4 2017 Feb 13, 2018	BUY	N/A	25,920	25,920 $1.3 Million

Others Institutions Holding SCHO

# of Institutions

623

Shares Held

184M

Call Options Held

74.3K

Put Options Held

30.8K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
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Cahill Financial Advisors Inc Schwab Short Term Us Treasury Transaction History