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

Cahill Wealth Management, LLC

  • $196 Million
  • Q4 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 55,284 shares of SCHB stock, worth $1.2 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
55,284
Previous 18,363 201.06%
Holding current value
$1.2 Million
Previous $1.22 Million 2.7%
% of portfolio
0.64%
Previous 0.63%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$22.01 - $66.82 $812,631 - $2.47 Million
36,921 Added 201.06%
55,284 $1.25 Million
Q3 2024

Nov 01, 2024
SELL
$59.93 - $66.52 $262,912 - $291,823
-4,387 Reduced 19.28%
18,363 $1.22 Million
Q2 2024

Aug 13, 2024
BUY
$57.57 - $63.3 $323,946 - $356,189
5,627 Added 32.86%
22,750 $1.43 Million
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
$41.94 - $47.81 $17,363 - $19,793
-414 Reduced 1.94%
20,896 $936,000
Q3 2022

Nov 10, 2022
BUY
$41.99 - $50.63 $3,317 - $3,999
79 Added 0.37%
21,310 $894,000
Q2 2022

Aug 15, 2022
BUY
$42.93 - $53.98 $3,133 - $3,940
73 Added 0.35%
21,231 $938,000
Q1 2022

May 10, 2022
BUY
$49.15 - $56.85 $1.04 Million - $1.2 Million
21,158 New
21,158 $1.13 Million

About SCHWAB STRATEGIC TR US BROAD M

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