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Cahill Wealth Management, LLC: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cahill Wealth Management, LLC on SCHB, newest first. How the timeline and the estimate are built.

Cahill Wealth Management, LLC held 55,453 SCHB shares at 2025-03-31 per its 13F-HR filed 2025-05-12.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 55,453 shares
    Change vs previous 13F +169 shares

    0.61% of the 13F portfolio, value $1,193,913.

    13F-HR 0001172661-25-001684 filed by Cahill Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 55,284 shares
    Change vs previous 13F +36,921 shares

    0.64% of the 13F portfolio, value $1,254,948.

    13F-HR 0001172661-25-000739 filed by Cahill Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 18,363 shares
    Change vs previous 13F -4,387 shares

    0.63% of the 13F portfolio, value $1,221,539.

    13F-HR 0001172661-24-004442 filed by Cahill Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 22,750 shares
    Change vs previous 13F +5,627 shares

    0.87% of the 13F portfolio, value $1,458,027.

    13F-HR 0001172661-24-003302 filed by Cahill Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 17,123 shares
    Change vs previous 13F +53 shares

    0.61% of the 13F portfolio, value $1,045,353.

    13F-HR 0001172661-24-002139 filed by Cahill Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 17,070 shares
    Change vs previous 13F +71 shares

    0.64% of the 13F portfolio, value $950,310.

    13F-HR 0001172661-24-000370 filed by Cahill Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 16,999 shares
    Change vs previous 13F -60 shares

    0.65% of the 13F portfolio, value $847,418.

    13F-HR 0001172661-23-003552 filed by Cahill Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 17,059 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $881,933.

    13F-HR 0001172661-23-002898 filed by Cahill Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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