Cahill Financial Advisors Inc Schwab Us Aggregate Bond ETF Transaction History

Cahill Financial Advisors Inc

  • $707 Million
  • Q3 2024

A detailed history of Cahill Financial Advisors Inc transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Cahill Financial Advisors Inc holds 29,416 shares of SCHZ stock, worth $668,625. This represents 0.2% of its overall portfolio holdings.

Number of Shares
29,416
Previous 29,409 0.02%
Holding current value
$668,625
Previous $1.34 Million 4.25%
% of portfolio
0.2%
Previous 0.19%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$45.2 - $47.87 $316 - $335
7 Added 0.02%
29,416 $1.4 Million
Q2 2024

Aug 06, 2024
SELL
$44.66 - $45.99 $47,607 - $49,025
-1,066 Reduced 3.5%
29,409 $1.34 Million
Q1 2024

May 13, 2024
BUY
$45.44 - $46.67 $227 - $233
5 Added 0.02%
30,475 $1.4 Million
Q4 2023

Feb 13, 2024
BUY
$43.09 - $46.83 $73,296 - $79,657
1,701 Added 5.91%
30,470 $1.42 Million
Q3 2023

Nov 14, 2023
SELL
$44.14 - $46.33 $4,722 - $4,957
-107 Reduced 0.37%
28,769 $1.27 Million
Q2 2023

Aug 14, 2023
BUY
$45.86 - $47.33 $155,190 - $160,164
3,384 Added 13.27%
28,876 $1.33 Million
Q1 2023

May 11, 2023
SELL
$45.33 - $47.44 $7,751 - $8,112
-171 Reduced 0.67%
25,492 $1.2 Million
Q4 2022

Feb 14, 2023
BUY
$44.04 - $47.03 $612,596 - $654,187
13,910 Added 118.35%
25,663 $1.17 Million
Q3 2022

Nov 14, 2022
SELL
$44.98 - $49.09 $30,361 - $33,135
-675 Reduced 5.43%
11,753 $533,000
Q4 2021

Feb 11, 2022
BUY
$53.63 - $54.52 $646,295 - $657,020
12,051 Added 3196.55%
12,428 $670,000
Q3 2021

Nov 16, 2021
BUY
$54.26 - $55.17 $20,456 - $20,799
377 New
377 $20,000
Q2 2021

Aug 16, 2021
SELL
$53.9 - $54.6 $265,780 - $269,232
-4,931 Closed
0 $0
Q1 2021

May 17, 2021
BUY
$53.75 - $55.97 $913 - $951
17 Added 0.35%
4,931 $266,000
Q4 2020

Feb 17, 2021
BUY
$55.56 - $56.23 $4,889 - $4,948
88 Added 1.82%
4,914 $275,000
Q3 2020

Nov 17, 2020
BUY
$56.07 - $56.92 $953 - $967
17 Added 0.35%
4,826 $271,000
Q2 2020

Aug 12, 2020
BUY
$54.35 - $56.24 $2,010 - $2,080
37 Added 0.78%
4,809 $271,000
Q1 2020

May 18, 2020
SELL
$50.33 - $56.09 $245,811 - $273,943
-4,884 Reduced 50.58%
4,772 $259,000
Q1 2020

May 15, 2020
BUY
$50.33 - $56.09 $232,121 - $258,687
4,612 Added 91.44%
9,656 $2.5 Million
Q4 2019

Feb 14, 2020
SELL
$53.21 - $54.14 $14,526 - $14,780
-273 Reduced 5.13%
5,044 $0
Q3 2019

Nov 14, 2019
BUY
$53.15 - $53.86 $1,860 - $1,885
35 Added 0.66%
5,317 $0
Q2 2019

Aug 14, 2019
BUY
N/A
140 Added 2.72%
5,282 $280,000
Q1 2019

May 16, 2019
BUY
N/A
24 Added 0.47%
5,142 $267,000
Q4 2018

Feb 15, 2019
BUY
N/A
5,118 New
5,118 $259,000

Others Institutions Holding SCHZ

# of Institutions
628
Shares Held
83M
Call Options Held
100
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
Track This Portfolio

Track Cahill Financial Advisors Inc Portfolio

Follow Cahill Financial Advisors Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cahill Financial Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Cahill Financial Advisors Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email