Cahill Financial Advisors Inc Schwab Strategic Tr Us Dividen Transaction History
Cahill Financial Advisors Inc
- $841 Million
- Q3 2025
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 304,954 shares of SCHD stock, worth $8.31 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
304,954
Previous 285,384
6.86%
Holding current value
$8.31 Million
Previous $7.56 Million
10.09%
% of portfolio
0.99%
Previous 0.98%
Shares
17 transactions
Others Institutions Holding SCHD
# of Institutions
2,064Shares Held
867MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio