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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 02, 2024

BUY
$77.02 - $85.06 $214,808 - $237,232
2,789 Added 1.43%
197,665 $16.7 Billion
Q2 2024

Aug 12, 2024

SELL
$75.81 - $80.15 $151,544 - $160,219
-1,999 Reduced 1.02%
194,876 $15.2 Billion
Q1 2024

May 06, 2024

BUY
$75.25 - $80.63 $344,118 - $368,720
4,573 Added 2.38%
196,875 $15.9 Billion
Q4 2023

Jan 29, 2024

BUY
$66.9 - $76.32 $7,626 - $8,700
114 Added 0.06%
192,302 $14.6 Billion
Q3 2023

Oct 30, 2023

SELL
$70.63 - $75.66 $102,484 - $109,782
-1,451 Reduced 0.75%
192,188 $13.6 Billion
Q2 2023

Aug 07, 2023

SELL
$69.18 - $73.94 $6,641 - $7,098
-96 Reduced 0.05%
193,639 $14.1 Billion
Q1 2023

May 08, 2023

SELL
$70.28 - $78.03 $138,240 - $153,485
-1,967 Reduced 1.01%
193,735 $14.2 Billion
Q4 2022

Feb 02, 2023

BUY
$67.16 - $79.06 $13.1 Million - $15.5 Million
195,702 New
195,702 $14.8 Billion

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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