Cahill Financial Advisors Inc Schwab Us Aggregate Bond ETF Transaction History

Cahill Financial Advisors Inc

$715 Million
Q4 2024

A detailed history of Cahill Financial Advisors Inc transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Cahill Financial Advisors Inc holds 53,496 shares of SCHZ stock, worth $1.24 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

53,496

Previous 29,416 81.86%

Holding current value

$1.24 Million

Previous $1.4 Million 13.1%

% of portfolio

0.17%

Previous 0.2%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$22.63 - $47.53 $544,930 - $1.14 Million	24,080 Added 81.86%	53,496 $1.21 Million
Q3 2024 Nov 12, 2024	BUY	$45.2 - $47.87 $316 - $335	7 Added 0.02%	29,416 $1.4 Million
Q2 2024 Aug 06, 2024	SELL	$44.66 - $45.99 $47,607 - $49,025	-1,066 Reduced 3.5%	29,409 $1.34 Million
Q1 2024 May 13, 2024	BUY	$45.44 - $46.67 $227 - $233	5 Added 0.02%	30,475 $1.4 Million
Q4 2023 Feb 13, 2024	BUY	$43.09 - $46.83 $73,296 - $79,657	1,701 Added 5.91%	30,470 $1.42 Million
Q3 2023 Nov 14, 2023	SELL	$44.14 - $46.33 $4,722 - $4,957	-107 Reduced 0.37%	28,769 $1.27 Million
Q2 2023 Aug 14, 2023	BUY	$45.86 - $47.33 $155,190 - $160,164	3,384 Added 13.27%	28,876 $1.33 Million
Q1 2023 May 11, 2023	SELL	$45.33 - $47.44 $7,751 - $8,112	-171 Reduced 0.67%	25,492 $1.2 Million
Q4 2022 Feb 14, 2023	BUY	$44.04 - $47.03 $612,596 - $654,187	13,910 Added 118.35%	25,663 $1.17 Million
Q3 2022 Nov 14, 2022	SELL	$44.98 - $49.09 $30,361 - $33,135	-675 Reduced 5.43%	11,753 $533,000
Q4 2021 Feb 11, 2022	BUY	$53.63 - $54.52 $646,295 - $657,020	12,051 Added 3196.55%	12,428 $670,000
Q3 2021 Nov 16, 2021	BUY	$54.26 - $55.17 $20,456 - $20,799	377 New	377 $20,000
Q2 2021 Aug 16, 2021	SELL	$53.9 - $54.6 $265,780 - $269,232	-4,931 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$53.75 - $55.97 $913 - $951	17 Added 0.35%	4,931 $266,000
Q4 2020 Feb 17, 2021	BUY	$55.56 - $56.23 $4,889 - $4,948	88 Added 1.82%	4,914 $275,000
Q3 2020 Nov 17, 2020	BUY	$56.07 - $56.92 $953 - $967	17 Added 0.35%	4,826 $271,000
Q2 2020 Aug 12, 2020	BUY	$54.35 - $56.24 $2,010 - $2,080	37 Added 0.78%	4,809 $271,000
Q1 2020 May 18, 2020	SELL	$50.33 - $56.09 $245,811 - $273,943	-4,884 Reduced 50.58%	4,772 $259,000
Q1 2020 May 15, 2020	BUY	$50.33 - $56.09 $232,121 - $258,687	4,612 Added 91.44%	9,656 $2.5 Million
Q4 2019 Feb 14, 2020	SELL	$53.21 - $54.14 $14,526 - $14,780	-273 Reduced 5.13%	5,044 $0
Q3 2019 Nov 14, 2019	BUY	$53.15 - $53.86 $1,860 - $1,885	35 Added 0.66%	5,317 $0
Q2 2019 Aug 14, 2019	BUY	N/A	140 Added 2.72%	5,282 $280,000
Q1 2019 May 16, 2019	BUY	N/A	24 Added 0.47%	5,142 $267,000
Q4 2018 Feb 15, 2019	BUY	N/A	5,118 New	5,118 $259,000

Others Institutions Holding SCHZ

# of Institutions

682

Shares Held

163M

Call Options Held

200

Put Options Held

1.5K

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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Cahill Financial Advisors Inc Schwab Us Aggregate Bond ETF Transaction History