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

Cahill Wealth Management, LLC

$196 Million
Q1 2025

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 55,453 shares of SCHB stock, worth $1.43 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

55,453

Previous 55,284 0.31%

Holding current value

$1.43 Million

Previous $1.25 Million 4.86%

% of portfolio

0.61%

Previous 0.64%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$21.23 - $23.75 $3,587 - $4,013	169 Added 0.31%	55,453 $1.19 Million
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

Others Institutions Holding SCHB

# of Institutions

1,387

Shares Held

494M

Call Options Held

299K

Put Options Held

22.8K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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