Kades & Cheifetz LLC Schwab Intermediate Term Us Tr Transaction History

Kades & Cheifetz LLC

$195 Billion
Q4 2024

A detailed history of Kades & Cheifetz LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Kades & Cheifetz LLC holds 8,685 shares of SCHR stock, worth $218,080. This represents 0.11% of its overall portfolio holdings.

Number of Shares

8,685

Previous 4,537 91.43%

Holding current value

$218,080

Previous $230 Million 8.12%

% of portfolio

0.11%

Previous 0.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$24.19 - $50.58 $100,340 - $209,805	4,148 Added 91.43%	8,685 $211 Million
Q3 2024 Oct 02, 2024	BUY	$48.4 - $50.91 $1,984 - $2,087	41 Added 0.91%	4,537 $230 Million
Q2 2024 Aug 12, 2024	SELL	$47.85 - $49.0 $7,847 - $8,036	-164 Reduced 3.52%	4,496 $219 Million
Q1 2024 May 06, 2024	BUY	$48.64 - $49.88 $226,662 - $232,440	4,660 New	4,660 $229 Million
Q3 2023 Oct 30, 2023	BUY	$47.78 - $49.59 $621 - $644	13 Added 0.28%	4,668 $224 Million

Q2 2023 Aug 07, 2023	SELL	$49.25 - $50.96 $89,930 - $93,052	-1,826 Reduced 28.17%	4,655 $229 Million
Q1 2023 May 08, 2023	SELL	$48.55 - $50.78 $58,260 - $60,936	-1,200 Reduced 15.62%	6,481 $327 Million
Q4 2022 Feb 02, 2023	BUY	$48.12 - $50.24 $369,609 - $385,893	7,681 New	7,681 $378 Million

Others Institutions Holding SCHR

# of Institutions

515

Shares Held

385M

Call Options Held

Put Options Held

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About SCHWAB INTERMEDIATE-TERM US TR

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Kades & Cheifetz LLC Schwab Intermediate Term Us Tr Transaction History