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

Cahill Financial Advisors Inc

$707 Million
Q3 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 59,373 shares of SCHV stock, worth $1.55 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

59,373

Previous 57,522 3.22%

Holding current value

$1.55 Million

Previous $4.26 Million 11.97%

% of portfolio

0.67%

Previous 0.59%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$73.43 - $80.37 $135,918 - $148,764	1,851 Added 3.22%	59,373 $4.77 Million
Q2 2024 Aug 06, 2024	SELL	$71.74 - $75.86 $21,019 - $22,226	-293 Reduced 0.51%	57,522 $4.26 Million
Q1 2024 May 13, 2024	BUY	$68.82 - $75.98 $368,737 - $407,100	5,358 Added 10.21%	57,815 $4.39 Million
Q4 2023 Feb 13, 2024	BUY	$61.16 - $70.24 $234,793 - $269,651	3,839 Added 7.9%	52,457 $3.68 Million
Q3 2023 Nov 14, 2023	BUY	$64.45 - $69.39 $8,249 - $8,881	128 Added 0.26%	48,618 $3.13 Million
Q2 2023 Aug 14, 2023	BUY	$63.33 - $67.21 $157,438 - $167,084	2,486 Added 5.4%	48,490 $3.25 Million
Q1 2023 May 11, 2023	SELL	$62.59 - $69.3 $60,336 - $66,805	-964 Reduced 2.05%	46,004 $3.02 Million
Q4 2022 Feb 14, 2023	SELL	$59.13 - $69.24 $469,728 - $550,042	-7,944 Reduced 14.47%	46,968 $3.1 Million
Q3 2022 Nov 14, 2022	BUY	$58.51 - $69.02 $132,700 - $156,537	2,268 Added 4.31%	54,912 $3.21 Million
Q2 2022 Aug 08, 2022	BUY	$60.93 - $72.3 $126,307 - $149,877	2,073 Added 4.1%	52,644 $0
Q1 2022 May 12, 2022	SELL	$67.71 - $74.19 $1.04 Million - $1.14 Million	-15,322 Reduced 23.25%	50,571 $3.61 Million
Q4 2021 Feb 11, 2022	BUY	$67.9 - $73.3 $402,443 - $434,449	5,927 Added 9.88%	65,893 $4.83 Million
Q3 2021 Nov 16, 2021	BUY	$66.91 - $71.05 $90,863 - $96,485	1,358 Added 2.32%	59,966 $4.05 Million
Q2 2021 Aug 16, 2021	BUY	$65.81 - $69.75 $34,945 - $37,037	531 Added 0.91%	58,608 $4.01 Million
Q1 2021 May 17, 2021	SELL	$58.71 - $65.66 $67,751 - $75,771	-1,154 Reduced 1.95%	58,077 $3.79 Million
Q4 2020 Feb 17, 2021	BUY	$50.83 - $59.53 $824,259 - $965,338	16,216 Added 37.7%	59,231 $3.53 Million
Q3 2020 Nov 17, 2020	BUY	$49.44 - $54.86 $20,171 - $22,382	408 Added 0.96%	43,015 $2.25 Million
Q2 2020 Aug 12, 2020	SELL	$42.21 - $55.29 $311,214 - $407,653	-7,373 Reduced 14.75%	42,607 $2.14 Million
Q1 2020 May 18, 2020	BUY	$38.4 - $61.03 $1.28 Million - $2.04 Million	33,394 Added 201.34%	49,980 $2.21 Million
Q1 2020 May 15, 2020	SELL	$38.4 - $61.03 $1.28 Million - $2.04 Million	-33,365 Reduced 66.8%	16,586 $949,000
Q4 2019 Feb 14, 2020	SELL	$54.73 - $60.25 $12,259 - $13,496	-224 Reduced 0.45%	49,951 $0
Q3 2019 Nov 14, 2019	BUY	$56.56 - $57.5 $171,150 - $173,995	3,026 Added 6.42%	50,175 $0
Q2 2019 Aug 14, 2019	BUY	N/A	1,102 Added 2.39%	47,149 $2.65 Million
Q1 2019 May 16, 2019	BUY	N/A	30,252 Added 191.53%	46,047 $2.52 Million
Q4 2018 Feb 15, 2019	BUY	N/A	1,635 Added 11.55%	15,795 $779,000
Q3 2018 Nov 13, 2018	BUY	N/A	276 Added 1.99%	14,160 $795,000
Q1 2018 May 15, 2018	BUY	N/A	76 Added 0.55%	13,884 $734,000
Q4 2017 Feb 13, 2018	SELL	N/A	-27 Reduced 0.2%	13,808 $755,000
Q3 2017 Nov 14, 2017	SELL	N/A	-3,629 Reduced 20.78%	13,835 $717,000
Q2 2017 Aug 14, 2017	BUY	N/A	17,464	17,464 $877,000

Others Institutions Holding SCHV

# of Institutions

836

Shares Held

112M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

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