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 145,304 shares of SCHX stock, worth $3.4 Million. This represents 1.39% of its overall portfolio holdings.

Number of Shares

145,304

Previous 148,532 2.17%

Holding current value

$3.4 Million

Previous $9.54 Million 3.3%

% of portfolio

1.39%

Previous 1.33%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$61.11 - $67.85 $197,263 - $219,019	-3,228 Reduced 2.17%	145,304 $9.86 Million
Q2 2024 Aug 06, 2024	SELL	$58.7 - $64.78 $139,999 - $154,500	-2,385 Reduced 1.58%	148,532 $9.54 Million
Q1 2024 May 13, 2024	SELL	$55.41 - $62.08 $3.35 Million - $3.75 Million	-60,390 Reduced 28.58%	150,917 $9.37 Million
Q4 2023 Feb 13, 2024	SELL	$48.47 - $56.6 $340,695 - $397,841	-7,029 Reduced 3.22%	211,307 $11.9 Million
Q3 2023 Nov 14, 2023	SELL	$50.36 - $54.21 $1.07 Million - $1.15 Million	-21,231 Reduced 8.86%	218,336 $11 Million
Q2 2023 Aug 14, 2023	SELL	$47.67 - $52.37 $311,904 - $342,656	-6,543 Reduced 2.66%	239,567 $12.5 Million
Q1 2023 May 11, 2023	SELL	$44.78 - $49.41 $427,604 - $471,816	-9,549 Reduced 3.74%	246,110 $11.9 Million
Q4 2022 Feb 14, 2023	SELL	$42.25 - $48.16 $108,667 - $123,867	-2,572 Reduced 1.0%	255,659 $11.5 Million
Q3 2022 Nov 14, 2022	BUY	$42.35 - $51.01 $444,802 - $535,758	10,503 Added 4.24%	258,231 $10.9 Million
Q2 2022 Aug 08, 2022	SELL	$43.35 - $54.51 $283,465 - $356,440	-6,539 Reduced 2.57%	247,728 $0
Q1 2022 May 12, 2022	BUY	$49.51 - $57.27 $6.1 Million - $7.06 Million	123,222 Added 94.03%	254,267 $13.7 Million
Q4 2021 Feb 11, 2022	SELL	$51.9 - $57.29 $676,049 - $746,259	-13,026 Reduced 9.04%	131,045 $14.9 Million
Q3 2021 Nov 16, 2021	SELL	$51.52 - $54.94 $1.01 Million - $1.08 Million	-19,629 Reduced 11.99%	144,071 $15 Million
Q2 2021 Aug 16, 2021	SELL	$48.62 - $52.01 $365,865 - $391,375	-7,525 Reduced 4.39%	163,700 $17 Million
Q1 2021 May 17, 2021	SELL	$44.9 - $48.34 $1.01 Million - $1.09 Million	-22,498 Reduced 11.61%	171,225 $16.4 Million
Q4 2020 Feb 17, 2021	BUY	$39.35 - $45.48 $6.17 Million - $7.13 Million	156,678 Added 422.94%	193,723 $17.6 Million
Q3 2020 Nov 17, 2020	BUY	$37.26 - $43.03 $7,079 - $8,175	190 Added 0.52%	37,045 $2.99 Million
Q2 2020 Aug 12, 2020	SELL	$29.25 - $38.76 $137,972 - $182,830	-4,717 Reduced 11.35%	36,855 $2.73 Million
Q1 2020 May 18, 2020	SELL	$26.61 - $40.52 $2.01 Million - $3.06 Million	-75,584 Reduced 64.52%	41,572 $2.55 Million
Q1 2020 May 15, 2020	BUY	$26.61 - $40.52 $2.01 Million - $3.06 Million	75,596 Added 181.9%	117,156 $11.3 Million
Q4 2019 Feb 14, 2020	BUY	$34.42 - $38.54 $46,880 - $52,491	1,362 Added 3.39%	41,560 $0
Q3 2019 Nov 14, 2019	BUY	$35.28 - $36.01 $8,255 - $8,426	234 Added 0.59%	40,198 $0
Q2 2019 Aug 14, 2019	BUY	N/A	2,754 Added 7.4%	39,964 $2.81 Million
Q1 2019 May 16, 2019	BUY	N/A	5,395 Added 16.96%	37,210 $2.52 Million
Q4 2018 Feb 15, 2019	BUY	N/A	5,313 Added 20.05%	31,815 $1.9 Million
Q3 2018 Nov 13, 2018	SELL	N/A	-86 Reduced 0.32%	26,502 $1.84 Million
Q2 2018 Aug 15, 2018	SELL	N/A	-1,226 Reduced 4.41%	26,588 $1.73 Million
Q1 2018 May 15, 2018	BUY	N/A	2,389 Added 9.4%	27,814 $1.76 Million
Q4 2017 Feb 13, 2018	SELL	N/A	-1,018 Reduced 3.85%	25,425 $1.62 Million
Q3 2017 Nov 14, 2017	BUY	N/A	87 Added 0.33%	26,443 $1.59 Million
Q2 2017 Aug 14, 2017	BUY	N/A	26,356	26,356 $1.52 Million

Others Institutions Holding SCHX

# of Institutions

1,351

Shares Held

348M

Call Options Held

34.3K

Put Options Held

1.2K

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