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CAHILL FINANCIAL ADVISORS INC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAHILL FINANCIAL ADVISORS INC on SCHD, newest first. How the timeline and the estimate are built.

CAHILL FINANCIAL ADVISORS INC held 379,548 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 379,548 shares
    Change vs previous 13F +22,218 shares

    1.16% of the 13F portfolio, value $12,035,483.

    13F-HR 0001600327-26-000007 filed by CAHILL FINANCIAL ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 357,330 shares
    Change vs previous 13F +14,181 shares

    1.19% of the 13F portfolio, value $10,962,880.

    13F-HR 0001600327-26-000005 filed by CAHILL FINANCIAL ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 343,149 shares
    Change vs previous 13F +38,195 shares

    1.03% of the 13F portfolio, value $9,412,586.

    13F-HR 0001600327-26-000003 filed by CAHILL FINANCIAL ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 304,954 shares
    Change vs previous 13F +19,570 shares

    0.95% of the 13F portfolio, value $8,325,231.

    13F-HR 0001600327-25-000014 filed by CAHILL FINANCIAL ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 285,384 shares
    Change vs previous 13F +9,184 shares

    0.94% of the 13F portfolio, value $7,562,688.

    13F-HR 0001600327-25-000007 filed by CAHILL FINANCIAL ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 276,200 shares
    Change vs previous 13F +16,001 shares

    1.05% of the 13F portfolio, value $7,722,565.

    13F-HR 0001600327-25-000005 filed by CAHILL FINANCIAL ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 260,199 shares
    Change vs previous 13F +186,080 shares

    0.96% of the 13F portfolio, value $7,108,641.

    13F-HR 0001600327-25-000003 filed by CAHILL FINANCIAL ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 74,119 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $6,265,298.

    13F-HR 0001600327-24-000013 filed by CAHILL FINANCIAL ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).