Cahill Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Cahill Wealth Management, LLC

$172 Million
Q1 2024

A detailed history of Cahill Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Cahill Wealth Management, LLC holds 17,123 shares of SCHB stock, worth $1.1 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

17,123

Previous 17,070 0.31%

Holding current value

$1.1 Million

Previous $950,000 10.0%

% of portfolio

0.61%

Previous 0.64%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	BUY	$54.61 - $61.05 $2,894 - $3,235	53 Added 0.31%	17,123 $1.05 Million
Q4 2023 Jan 29, 2024	BUY	$47.61 - $55.91 $3,380 - $3,969	71 Added 0.42%	17,070 $950,000
Q3 2023 Oct 31, 2023	SELL	$49.59 - $53.57 $2,975 - $3,214	-60 Reduced 0.35%	16,999 $847,000
Q2 2023 Aug 11, 2023	BUY	$47.08 - $51.7 $2,966 - $3,257	63 Added 0.37%	17,059 $881,000
Q1 2023 May 08, 2023	SELL	$44.47 - $49.23 $173,433 - $191,997	-3,900 Reduced 18.66%	16,996 $813,000

Q4 2022 Feb 14, 2023	SELL	$43.88 - $47.81 $18,166 - $19,793	-414 Reduced 1.94%	20,896 $936,000
Q3 2022 Nov 10, 2022	BUY	N/A	79 Added 0.37%	21,310 $894,000
Q2 2022 Aug 15, 2022	BUY	N/A	73 Added 0.35%	21,231 $938,000
Q1 2022 May 10, 2022	BUY	N/A	21,158 New	21,158 $1.13 Million

Others Institutions Holding SCHB

# of Institutions

1,126

Shares Held

160M

Call Options Held

230K

Put Options Held

29.7K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
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Cahill Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History