Kades & Cheifetz LLC Schwab Strategic Tr Us Dividen Transaction History
Kades & Cheifetz LLC
- $175 Billion
- Q3 2024
A detailed history of Kades & Cheifetz LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Kades & Cheifetz LLC holds 197,665 shares of SCHD stock, worth $5.66 Million. This represents 9.57% of its overall portfolio holdings.
Number of Shares
197,665
Previous 194,876
1.43%
Holding current value
$5.66 Million
Previous $15.2 Billion
10.26%
% of portfolio
9.57%
Previous 9.53%
Shares
8 transactions
Others Institutions Holding SCHD
# of Institutions
1,751Shares Held
275MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$330 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$264 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$256 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$243 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$212 Million0.05% of portfolio