Cahill Financial Advisors Inc Schwab Strategic Tr Us Large C Transaction History

Cahill Financial Advisors Inc

$715 Million
Q4 2024

A detailed history of Cahill Financial Advisors Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cahill Financial Advisors Inc holds 397,137 shares of SCHX stock, worth $8.8 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares

397,137

Previous 145,304 173.31%

Holding current value

$8.8 Million

Previous $9.86 Million 6.62%

% of portfolio

1.29%

Previous 1.39%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$22.4 - $68.28 $5.64 Million - $17.2 Million	251,833 Added 173.31%	397,137 $9.21 Million
Q3 2024 Nov 12, 2024	SELL	$61.11 - $67.85 $197,263 - $219,019	-3,228 Reduced 2.17%	145,304 $9.86 Million
Q2 2024 Aug 06, 2024	SELL	$58.7 - $64.78 $139,999 - $154,500	-2,385 Reduced 1.58%	148,532 $9.54 Million
Q1 2024 May 13, 2024	SELL	$55.41 - $62.08 $3.35 Million - $3.75 Million	-60,390 Reduced 28.58%	150,917 $9.37 Million
Q4 2023 Feb 13, 2024	SELL	$48.47 - $56.6 $340,695 - $397,841	-7,029 Reduced 3.22%	211,307 $11.9 Million
Q3 2023 Nov 14, 2023	SELL	$50.36 - $54.21 $1.07 Million - $1.15 Million	-21,231 Reduced 8.86%	218,336 $11 Million
Q2 2023 Aug 14, 2023	SELL	$47.67 - $52.37 $311,904 - $342,656	-6,543 Reduced 2.66%	239,567 $12.5 Million
Q1 2023 May 11, 2023	SELL	$44.78 - $49.41 $427,604 - $471,816	-9,549 Reduced 3.74%	246,110 $11.9 Million
Q4 2022 Feb 14, 2023	SELL	$42.25 - $48.16 $108,667 - $123,867	-2,572 Reduced 1.0%	255,659 $11.5 Million
Q3 2022 Nov 14, 2022	BUY	$42.35 - $51.01 $444,802 - $535,758	10,503 Added 4.24%	258,231 $10.9 Million
Q2 2022 Aug 08, 2022	SELL	$43.35 - $54.51 $283,465 - $356,440	-6,539 Reduced 2.57%	247,728 $0
Q1 2022 May 12, 2022	BUY	$49.51 - $57.27 $6.1 Million - $7.06 Million	123,222 Added 94.03%	254,267 $13.7 Million
Q4 2021 Feb 11, 2022	SELL	$51.9 - $57.29 $676,049 - $746,259	-13,026 Reduced 9.04%	131,045 $14.9 Million
Q3 2021 Nov 16, 2021	SELL	$51.52 - $54.94 $1.01 Million - $1.08 Million	-19,629 Reduced 11.99%	144,071 $15 Million
Q2 2021 Aug 16, 2021	SELL	$48.62 - $52.01 $365,865 - $391,375	-7,525 Reduced 4.39%	163,700 $17 Million
Q1 2021 May 17, 2021	SELL	$44.9 - $48.34 $1.01 Million - $1.09 Million	-22,498 Reduced 11.61%	171,225 $16.4 Million
Q4 2020 Feb 17, 2021	BUY	$39.35 - $45.48 $6.17 Million - $7.13 Million	156,678 Added 422.94%	193,723 $17.6 Million
Q3 2020 Nov 17, 2020	BUY	$37.26 - $43.03 $7,079 - $8,175	190 Added 0.52%	37,045 $2.99 Million
Q2 2020 Aug 12, 2020	SELL	$29.25 - $38.76 $137,972 - $182,830	-4,717 Reduced 11.35%	36,855 $2.73 Million
Q1 2020 May 18, 2020	SELL	$26.61 - $40.52 $2.01 Million - $3.06 Million	-75,584 Reduced 64.52%	41,572 $2.55 Million
Q1 2020 May 15, 2020	BUY	$26.61 - $40.52 $2.01 Million - $3.06 Million	75,596 Added 181.9%	117,156 $11.3 Million
Q4 2019 Feb 14, 2020	BUY	$34.42 - $38.54 $46,880 - $52,491	1,362 Added 3.39%	41,560 $0
Q3 2019 Nov 14, 2019	BUY	$35.28 - $36.01 $8,255 - $8,426	234 Added 0.59%	40,198 $0
Q2 2019 Aug 14, 2019	BUY	N/A	2,754 Added 7.4%	39,964 $2.81 Million
Q1 2019 May 16, 2019	BUY	N/A	5,395 Added 16.96%	37,210 $2.52 Million
Q4 2018 Feb 15, 2019	BUY	N/A	5,313 Added 20.05%	31,815 $1.9 Million
Q3 2018 Nov 13, 2018	SELL	N/A	-86 Reduced 0.32%	26,502 $1.84 Million
Q2 2018 Aug 15, 2018	SELL	N/A	-1,226 Reduced 4.41%	26,588 $1.73 Million
Q1 2018 May 15, 2018	BUY	N/A	2,389 Added 9.4%	27,814 $1.76 Million
Q4 2017 Feb 13, 2018	SELL	N/A	-1,018 Reduced 3.85%	25,425 $1.62 Million
Q3 2017 Nov 14, 2017	BUY	N/A	87 Added 0.33%	26,443 $1.59 Million
Q2 2017 Aug 14, 2017	BUY	N/A	26,356	26,356 $1.52 Million

Others Institutions Holding SCHX

# of Institutions

1,476

Shares Held

1.08B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

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.

Account

Cahill Financial Advisors Inc Schwab Strategic Tr Us Large C Transaction History