Kades & Cheifetz LLC Schwab Strategic Tr Us Small C Transaction History

Kades & Cheifetz LLC

$195 Billion
Q4 2024

A detailed history of Kades & Cheifetz LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Kades & Cheifetz LLC holds 37,282 shares of SCHA stock, worth $945,098. This represents 0.49% of its overall portfolio holdings.

Number of Shares

37,282

Previous 20,603 80.95%

Holding current value

$945,098

Previous $1.06 Billion 9.14%

% of portfolio

0.49%

Previous 0.61%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$25.33 - $51.16 $422,479 - $853,297	16,679 Added 80.95%	37,282 $964 Million
Q3 2024 Oct 02, 2024	BUY	$46.9 - $51.96 $44,930 - $49,777	958 Added 4.88%	20,603 $1.06 Billion
Q2 2024 Aug 12, 2024	BUY	$45.24 - $49.04 $42,208 - $45,754	933 Added 4.99%	19,645 $932 Million
Q1 2024 May 06, 2024	BUY	$44.84 - $49.24 $49,054 - $53,868	1,094 Added 6.21%	18,712 $921 Million
Q4 2023 Jan 29, 2024	BUY	$38.13 - $48.02 $6,482 - $8,163	170 Added 0.97%	17,618 $832 Million
Q3 2023 Oct 30, 2023	SELL	$40.85 - $46.1 $48,693 - $54,951	-1,192 Reduced 6.39%	17,448 $723 Million
Q2 2023 Aug 07, 2023	BUY	$39.91 - $43.82 $45,816 - $50,305	1,148 Added 6.56%	18,640 $816 Million
Q1 2023 May 08, 2023	BUY	$39.82 - $46.36 $67,694 - $78,812	1,700 Added 10.76%	17,492 $733 Million
Q4 2022 Feb 02, 2023	BUY	$38.25 - $43.54 $604,044 - $687,583	15,792 New	15,792 $640 Million

Others Institutions Holding SCHA

# of Institutions

1,244

Shares Held

272M

Call Options Held

66.4K

Put Options Held

2.7K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Kades & Cheifetz LLC Schwab Strategic Tr Us Small C Transaction History