Kades & Cheifetz LLC Schwab Strategic Tr Us Broad M Transaction History

Kades & Cheifetz LLC

$195 Billion
Q4 2024

A detailed history of Kades & Cheifetz LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Kades & Cheifetz LLC holds 25,321 shares of SCHB stock, worth $653,788. This represents 0.29% of its overall portfolio holdings.

Number of Shares

25,321

Previous 8,422 200.65%

Holding current value

$653,788

Previous $560 Million 2.59%

% of portfolio

0.29%

Previous 0.32%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$22.01 - $66.82 $371,946 - $1.13 Million	16,899 Added 200.65%	25,321 $575 Million
Q3 2024 Oct 02, 2024	SELL	$59.93 - $66.52 $1,438 - $1,596	-24 Reduced 0.28%	8,422 $560 Million
Q2 2024 Aug 12, 2024	BUY	$57.57 - $63.3 $11,801 - $12,976	205 Added 2.49%	8,446 $531 Million
Q1 2024 May 06, 2024	BUY	$54.61 - $61.05 $1,419 - $1,587	26 Added 0.32%	8,241 $503 Million
Q4 2023 Jan 29, 2024	BUY	$47.61 - $55.91 $10,474 - $12,300	220 Added 2.75%	8,215 $457 Million

Q3 2023 Oct 30, 2023	BUY	$49.59 - $53.57 $1,487 - $1,607	30 Added 0.38%	7,995 $399 Million
Q2 2023 Aug 07, 2023	SELL	$47.08 - $51.7 $5,555 - $6,100	-118 Reduced 1.46%	7,965 $412 Million
Q1 2023 May 08, 2023	BUY	$44.47 - $49.23 $400 - $443	9 Added 0.11%	8,083 $387 Million
Q4 2022 Feb 02, 2023	BUY	$41.94 - $47.81 $338,623 - $386,017	8,074 New	8,074 $362 Million

Others Institutions Holding SCHB

# of Institutions

1,376

Shares Held

499M

Call Options Held

299K

Put Options Held

22.8K

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About SCHWAB STRATEGIC TR US BROAD M

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Kades & Cheifetz LLC Schwab Strategic Tr Us Broad M Transaction History