Cahill Financial Advisors Inc Schwab Strategic Tr Us Dividen Transaction History
Cahill Financial Advisors Inc
- $715 Million
- Q4 2024
A detailed history of Cahill Financial Advisors Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Cahill Financial Advisors Inc holds 260,199 shares of SCHD stock, worth $7.19 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
260,199
Previous 74,119
251.06%
Holding current value
$7.19 Million
Previous $6.27 Million
13.46%
% of portfolio
0.99%
Previous 0.89%
Shares
14 transactions
Others Institutions Holding SCHD
# of Institutions
1,948Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.37 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$787 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$741 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$719 Million4.56% of portfolio