Kades & Cheifetz LLC Schwab Us Aggregate Bond ETF Transaction History

Kades & Cheifetz LLC

$195 Billion
Q4 2024

A detailed history of Kades & Cheifetz LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Kades & Cheifetz LLC holds 100,804 shares of SCHZ stock, worth $2.27 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares

100,804

Previous 46,772 115.52%

Holding current value

$2.27 Million

Previous $2.22 Billion 2.95%

% of portfolio

1.17%

Previous 1.27%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$22.63 - $47.53 $1.22 Million - $2.57 Million	54,032 Added 115.52%	100,804 $2.29 Billion
Q3 2024 Oct 02, 2024	SELL	$45.2 - $47.87 $57,991 - $61,417	-1,283 Reduced 2.67%	46,772 $2.22 Billion
Q2 2024 Aug 12, 2024	SELL	$44.66 - $45.99 $57,075 - $58,775	-1,278 Reduced 2.59%	48,055 $2.19 Billion
Q1 2024 May 06, 2024	BUY	$45.44 - $46.67 $19,720 - $20,254	434 Added 0.89%	49,333 $2.27 Billion
Q4 2023 Jan 29, 2024	SELL	$43.09 - $46.83 $58,688 - $63,782	-1,362 Reduced 2.71%	48,899 $2.28 Billion
Q3 2023 Oct 30, 2023	BUY	$44.14 - $46.33 $119,001 - $124,905	2,696 Added 5.67%	50,261 $2.22 Billion
Q2 2023 Aug 07, 2023	SELL	$45.86 - $47.33 $79,842 - $82,401	-1,741 Reduced 3.53%	47,565 $2.2 Billion
Q1 2023 May 08, 2023	SELL	$45.33 - $47.44 $207,928 - $217,607	-4,587 Reduced 8.51%	49,306 $2.31 Billion
Q4 2022 Feb 02, 2023	BUY	$44.04 - $47.03 $2.37 Million - $2.53 Million	53,893 New	53,893 $2.46 Billion

Others Institutions Holding SCHZ

# of Institutions

629

Shares Held

85.2M

Call Options Held

100

Put Options Held

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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Kades & Cheifetz LLC Schwab Us Aggregate Bond ETF Transaction History